HAS
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Holland Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Holland Advisory Services’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
Q2 		$23.5M Sell
31,353
-1,554
-5% -$1.13M 25.93% 1
2026
Q1 		$21.5M Buy
32,907
+58
+0.2% +$39.6K 28.8% 1
2025
Q4 		$22.5M Buy
32,849
+385
+1% +$261K 30.36% 1
2025
Q3 		$21.7M Sell
32,464
-966
-3% -$622K 29.84% 1
2025
Q2 		$20.8M Buy
33,430
+36
+0.1% +$20.7K 30.31% 1
2025
Q1 		$18.8M Sell
33,394
-1,486
-4% -$877K 28.47% 1
2024
Q4 		$20.5M Sell
34,880
-225
-0.6% -$133K 26.81% 1
2024
Q3 		$20.2M Sell
35,105
-575
-2% -$320K 26.47% 1
2024
Q2 		$19.5M Sell
35,680
-3,624
-9% -$1.91M 24.13% 1
2024
Q1 		$20.7M Sell
39,304
-2,444
-6% -$1.22M 22.64% 1
2023
Q4 		$19.9M Sell
41,748
-2,645
-6% -$1.18M 22.84% 1
2023
Q3 		$19.1M Sell
44,393
-392
-0.9% -$175K 24.23% 1
2023
Q2 		$20M Buy
44,785
+393
+0.9% +$166K 25.44% 1
2023
Q1 		$18.2M Sell
44,392
-4,071
-8% -$1.63M 21.36% 2
2022
Q4 		$18.6M Buy
48,463
+21,249
+78% +$8.2M 22.18% 2
2022
Q3 		$9.76M Buy
27,214
+4,000
+17% +$1.6M 12.07% 3
2022
Q2 		$8.8M Buy
23,214
+1,700
+8% +$699K 10.53% 3
2022
Q1 		$9.76M Sell
21,514
-1,438
-6% -$643K 11.34% 1
2021
Q4 		$10.9M Buy
+22,952
New +$10.6M 12.65% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Holland Advisory Services's IVV Position: Q2 2026 in Review

Holland Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, selling an estimated $1.13M and leaving 31,353 shares worth $23.5M. The position accounts for 25.93% of the portfolio, ranked #1.

Holland Advisory Services first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Holland Advisory Services held 31,353 shares of iShares Core S&P 500 ETF worth $23.5M as of Q2 2026.
  • Holland Advisory Services sold 1,554 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core S&P 500 ETF made up 25.93% of Holland Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Holland Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.