Houlihan Financial Resource Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Houlihan Financial Resource Group’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	$6.75M	Buy	10,326 +10	+0.1%	+$6.83K	2.63%	8
2025 Q4	$7.12M	Buy	10,316 +4,931	+92%	+$3.35M	2.71%	8
2025 Q3	$3.6M	Sell	5,385 -4,972	-48%	-$3.2M	3.17%	6
2025 Q2	$6.51M	Sell	10,357 -145	-1%	-$83.3K	2.7%	9
2025 Q1	$5.9M	Buy	10,502 +2	+0%	+$1.18K	2.65%	10
2024 Q4	$6.18M	Sell	10,500 -128	-1%	-$75.8K	2.64%	10
2024 Q3	$6.13M	Buy	+10,628	New	+$5.91M	2.54%	11
2024 Q2	–	Sell	-10,666	Closed	-$5.61M	–	79
2024 Q1	$5.61M	Sell	10,666 -23	-0.2%	-$11.5K	2.52%	11
2023 Q4	$5.11M	Buy	10,689 +1	+0%	+$448	2.48%	13
2023 Q3	$4.54M	Buy	+10,688	New	+$4.78M	2.43%	14
2023 Q2	–	Sell	-10,685	Closed	-$4.39M	–	155
2023 Q1	$4.39M	Sell	10,685 -104	-1%	-$41.7K	2.4%	14
2022 Q4	$4.24M	Buy	10,789 +2	+0%	+$772	2.45%	12
2022 Q3	$4.06M	Buy	+10,787	New	+$4.31M	2.47%	12
2020 Q3	$4.03M	Buy	+11,248	New	+$3.74M	2.32%	7
2020 Q1	$2.92M	Sell	11,283 -100	-0.9%	-$30.6K	2.54%	10
2019 Q4	$3.68M	Buy	+11,383	New	+$3.52M	2.38%	12

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

Houlihan Financial Resource Group's IVV Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q1 2026, buying an estimated $6.83K and bringing the position to 10,326 shares worth $6.75M. The position accounts for 2.63% of the portfolio, ranked #8.

Houlihan Financial Resource Group first reported a position in IVV in Q4 2019 and has held it in 16 quarters since. The position peaked at $7.12M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Houlihan Financial Resource Group held 10,326 shares of iShares Core S&P 500 ETF worth $6.75M as of Q1 2026.
Houlihan Financial Resource Group bought 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
iShares Core S&P 500 ETF made up 2.63% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #8 holding.
Houlihan Financial Resource Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
Houlihan Financial Resource Group's iShares Core S&P 500 ETF position peaked at $7.12M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.