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 Q3	$2.04M	Buy	2,658 +557	+27%	+$425K	0.26%	44
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Horizon Wealth Management's IVV Position: Q3 2026 in Review

Horizon Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q3 2026, buying an estimated $425K and bringing the position to 2,658 shares worth $2.04M. The position accounts for 0.26% of the portfolio, ranked #44.

Horizon Wealth Management first reported a position in IVV in Q1 2022 and has held it in 9 quarters since. The position peaked at $44M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Horizon Wealth Management held 2,658 shares of iShares Core S&P 500 ETF worth $2.04M as of Q3 2026.
Horizon Wealth Management bought 557 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $425K.
iShares Core S&P 500 ETF made up 0.26% of Horizon Wealth Management's portfolio in Q3 2026, its #44 holding.
Horizon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 9 quarters since.
Horizon Wealth Management's iShares Core S&P 500 ETF position peaked at $44M in Q2 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.