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 Q2	$1.57M	Buy	2,101 +363	+21%	+$264K	0.2%	50
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Horizon Wealth Management's IVV Position: Q2 2026 in Review

Horizon Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $264K and bringing the position to 2,101 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #50.

Horizon Wealth Management first reported a position in IVV in Q1 2022 and has held it in 8 quarters since. The position peaked at $44M in Q2 2025. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Horizon Wealth Management held 2,101 shares of iShares Core S&P 500 ETF worth $1.57M as of Q2 2026.
Horizon Wealth Management bought 363 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $264K.
iShares Core S&P 500 ETF made up 0.2% of Horizon Wealth Management's portfolio in Q2 2026, its #50 holding.
Horizon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 8 quarters since.
Horizon Wealth Management's iShares Core S&P 500 ETF position peaked at $44M in Q2 2025.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.