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Hohimer Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hohimer Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.6M Sell
11,636
-86
-0.7% -$58.7K 0.9% 18
2025
Q4 		$8.03M Sell
11,722
-93
-0.8% -$63.2K 1.08% 13
2025
Q3 		$7.91M Buy
11,815
+16
+0.1% +$10.3K 1.11% 12
2025
Q2 		$7.33M Buy
11,799
+3,012
+34% +$1.73M 1.3% 12
2025
Q1 		$4.94M Sell
8,787
-4,120
-32% -$2.43M 0.96% 26
2024
Q4 		$7.6M Buy
12,907
+6,041
+88% +$3.58M 1.43% 12
2024
Q3 		$3.96M Buy
6,866
+954
+16% +$530K 0.85% 43
2024
Q2 		$3.24M Buy
5,912
+304
+5% +$160K 0.75% 50
2024
Q1 		$2.95M Sell
5,608
-237
-4% -$119K 0.69% 52
2023
Q4 		$2.79M Buy
5,845
+1,796
+44% +$804K 0.71% 46
2023
Q3 		$1.74M Sell
4,049
-1,259
-24% -$563K 0.5% 67
2023
Q2 		$2.37M Buy
5,308
+250
+5% +$105K 0.65% 60
2023
Q1 		$2.08M Sell
5,058
-107
-2% -$42.9K 0.6% 62
2022
Q4 		$1.98M Sell
5,165
-1,073
-17% -$414K 0.63% 48
2022
Q3 		$2.24M Buy
6,238
+279
+5% +$111K 0.72% 63
2022
Q2 		$2.26M Buy
5,959
+1,327
+29% +$546K 0.67% 67
2022
Q1 		$2.1M Buy
4,632
+1,257
+37% +$562K 0.41% 81
2021
Q4 		$1.61M Buy
3,375
+1,117
+49% +$515K 0.34% 93
2021
Q3 		$973K Buy
2,258
+78
+4% +$34.6K 0.2% 120
2021
Q2 		$937K Buy
2,180
+132
+6% +$55.3K 0.19% 127
2021
Q1 		$815K Buy
2,048
+111
+6% +$43K 0.2% 122
2020
Q4 		$727K Hold
1,937
– – 0.19% 128
2020
Q3 		$665K Buy
1,937
+463
+31% +$154K 0.19% 125
2020
Q2 		$456K Buy
1,474
+375
+34% +$110K 0.16% 150
2020
Q1 		$317K Sell
1,099
-185
-14% -$56.7K 0.13% 160
2019
Q4 		$415K Buy
+1,284
New +$397K 0.14% 185

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hohimer Wealth Management's IVV Position: Q1 2026 in Review

Hohimer Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q1 2026, selling an estimated $58.7K and leaving 11,636 shares worth $7.6M. The position accounts for 0.9% of the portfolio, ranked #18.

Hohimer Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.03M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hohimer Wealth Management held 11,636 shares of iShares Core S&P 500 ETF worth $7.6M as of Q1 2026.
  • Hohimer Wealth Management sold 86 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $58.7K.
  • iShares Core S&P 500 ETF made up 0.9% of Hohimer Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Hohimer Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's iShares Core S&P 500 ETF position peaked at $8.03M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.