HFS
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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
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

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Horizon Financial Services opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 14 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in IVV as recently as Q1 2021.

Horizon Financial Services first reported a position in IVV in Q1 2021 and has held it in 2 quarters since. The position peaked at $33K in Q1 2021. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Horizon Financial Services held 14 shares of iShares Core S&P 500 ETF worth $10.5K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Horizon Financial Services position in Q2 2026.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #326 holding.
  • Horizon Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 2 quarters since.
  • Horizon Financial Services's iShares Core S&P 500 ETF position peaked at $33K in Q1 2021.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.