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

Horizon Investment 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 Q1	$394K	Hold	603	–	–	0.14%	96
2025 Q4	$414K	Hold	603	–	–	0.15%	85
2025 Q3	$404K	Sell	603 -1	-0.2%	-$644	0.15%	79
2025 Q2	$375K	Hold	604	–	–	0.16%	80
2025 Q1	$340K	Hold	604	–	–	0.17%	83
2024 Q4	$356K	Buy	604 +96	+19%	+$56.8K	0.15%	93
2024 Q3	$293K	Hold	508	–	–	0.13%	98
2024 Q2	$278K	Hold	508	–	–	0.13%	98
2024 Q1	$267K	Sell	508 -2	-0.4%	-$1K	0.13%	98
2023 Q4	$244K	Buy	510 +10	+2%	+$4.48K	0.13%	99
2023 Q3	$215K	Hold	500	–	–	0.13%	100
2023 Q2	$223K	Hold	500	–	–	0.14%	100
2023 Q1	$206K	Buy	+500	New	+$200K	0.13%	105
2022 Q2	–	Sell	-500	Closed	-$227K	–	106
2022 Q1	$227K	Sell	500 -260	-34%	-$116K	0.12%	106
2021 Q4	$363K	Hold	760	–	–	0.17%	95
2021 Q3	$327K	Hold	760	–	–	0.16%	93
2021 Q2	$327K	Hold	760	–	–	0.16%	92
2021 Q1	$302K	Hold	760	–	–	0.16%	92
2020 Q4	$285K	Hold	760	–	–	0.17%	90
2020 Q3	$255K	Hold	760	–	–	0.17%	92
2020 Q2	$235K	Buy	+760	New	+$223K	0.16%	93
2020 Q1	–	Sell	-760	Closed	-$246K	–	102
2019 Q4	$246K	Buy	+760	New	+$235K	0.16%	91

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Horizon Investment Services's IVV Position: Q1 2026 in Review

Horizon Investment Services held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 603 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #96.

Horizon Investment Services first reported a position in IVV in Q4 2019 and has held it in 22 quarters since. The position peaked at $414K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Horizon Investment Services held 603 shares of iShares Core S&P 500 ETF worth $394K as of Q1 2026.
Horizon Investment Services left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.14% of Horizon Investment Services's portfolio in Q1 2026, its #96 holding.
Horizon Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
Horizon Investment Services's iShares Core S&P 500 ETF position peaked at $414K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.