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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Buy
390
+2
+0.5% +$1.46K 0.12% 37
2026
Q1
$253K Hold
388
0.13% 42
2025
Q4
$266K Hold
388
0.13% 45
2025
Q3
$260K Hold
388
0.13% 44
2025
Q2
$241K Hold
388
0.13% 45
2025
Q1
$218K Hold
388
0.12% 44
2024
Q4
$228K Sell
388
-11
-3% -$6.51K 0.13% 45
2024
Q3
$230K Buy
399
+8
+2% +$4.45K 0.1% 38
2024
Q2
$214K Hold
391
0.1% 44
2024
Q1
$206K Buy
+391
New +$196K 0.1% 46

Other funds holding IVV

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

Horizon Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.52% in Q2 2026, buying an estimated $1.46K and bringing the position to 390 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #37.

Horizon Advisory Services first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Horizon Advisory Services held 390 shares of iShares Core S&P 500 ETF worth $292K as of Q2 2026.
  • Horizon Advisory Services bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.12% of Horizon Advisory Services's portfolio in Q2 2026, its #37 holding.
  • Horizon Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.