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

Horizons 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	$805K	Sell	1,232 -5	-0.4%	-$3.41K	0.53%	30
2025 Q4	$847K	Sell	1,237 -21	-2%	-$14.3K	0.56%	28
2025 Q3	$842K	Sell	1,258 -54	-4%	-$34.8K	0.57%	30
2025 Q2	$815K	Hold	1,312	–	–	0.58%	30
2025 Q1	$737K	Buy	1,312 +97	+8%	+$57.3K	0.55%	33
2024 Q4	$715K	Sell	1,215 -53	-4%	-$31.4K	0.55%	35
2024 Q3	$731K	Sell	1,268 -19	-1%	-$10.6K	0.56%	31
2024 Q2	$710K	Sell	1,287 -245	-16%	-$129K	0.56%	32
2024 Q1	$732K	Hold	1,532	–	–	0.48%	32
2023 Q4	$732K	Sell	1,532 -87	-5%	-$38.9K	0.48%	32
2023 Q3	$695K	Sell	1,619 -10	-0.6%	-$4.47K	0.51%	31
2023 Q2	$726K	Buy	1,629 +3	+0.2%	+$1.26K	0.51%	29
2023 Q1	$668K	Buy	1,626 +153	+10%	+$61.3K	0.49%	28
2022 Q4	$566K	Buy	1,473 +100	+7%	+$38.6K	0.45%	31
2022 Q3	$492K	Hold	1,373	–	–	0.45%	26
2022 Q2	$590K	Buy	+1,373	New	+$565K	0.48%	24

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

Horizons Wealth Management's IVV Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.4% in Q1 2026, selling an estimated $3.41K and leaving 1,232 shares worth $805K. The position accounts for 0.53% of the portfolio, ranked #30.

Horizons Wealth Management first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $847K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Horizons Wealth Management held 1,232 shares of iShares Core S&P 500 ETF worth $805K as of Q1 2026.
Horizons Wealth Management sold 5 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.41K.
iShares Core S&P 500 ETF made up 0.53% of Horizons Wealth Management's portfolio in Q1 2026, its #30 holding.
Horizons Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Core S&P 500 ETF position peaked at $847K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.