Horizon Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Horizon Wealth Management’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	$1.14M	Buy	1,738 +16	+0.9%	+$10.9K	0.17%	58
2025 Q4	$1.18M	Sell	1,722 -3	-0.2%	-$2.04K	0.18%	46
2025 Q3	$1.15M	Sell	1,725 -69,207	-98%	-$44.6M	0.17%	45
2025 Q2	$44M	Buy	70,932 +69,229	+4,065%	+$39.7M	7.73%	4
2025 Q1	$957K	Buy	1,703 +1	+0.1%	+$591	0.16%	34
2024 Q4	$1M	Buy	+1,702	New	+$1.01M	0.17%	32
2022 Q2	–	Sell	-2,045	Closed	-$928K	–	114
2022 Q1	$928K	Buy	+2,045	New	+$915K	0.29%	36

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 Wealth Management's IVV Position: Q1 2026 in Review

Horizon Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.93% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,738 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #58.

Horizon Wealth Management first reported a position in IVV in Q1 2022 and has held it in 7 quarters since. The position peaked at $44M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Horizon Wealth Management held 1,738 shares of iShares Core S&P 500 ETF worth $1.14M as of Q1 2026.
Horizon Wealth Management bought 16 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.9K.
iShares Core S&P 500 ETF made up 0.17% of Horizon Wealth Management's portfolio in Q1 2026, its #58 holding.
Horizon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 7 quarters since.
Horizon Wealth Management's iShares Core S&P 500 ETF position peaked at $44M in Q2 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.