Horizon Financial Services
IVV icon

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

Horizon Financial 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
Q3 		– Sell
-14
Closed -$10.5K – 619
2026
Q2 		$10.5K Buy
+14
New +$10.2K ﹤0.01% 326
2021
Q2 		– Sell
-84
Closed -$33K – 149
2021
Q1 		$33K Buy
+84
New +$32.5K 0.03% 50

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Horizon Financial Services's IVV Position: Q3 2026 in Review

Horizon Financial Services sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 14 shares — an estimated $10.5K sold.

Horizon Financial Services first reported a position in IVV in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Horizon Financial Services reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Horizon Financial Services sold 14 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
  • Horizon Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2021 and held it in 2 quarters.
  • Horizon Financial Services's iShares Core S&P 500 ETF position peaked at $33K in Q1 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.