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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
Q2 		$7.73M Hold
10,326
– – 2.76% 7
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Houlihan Financial Resource Group's IVV Position: Q2 2026 in Review

Houlihan Financial Resource Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 10,326 shares worth $7.73M. The position accounts for 2.76% of the portfolio, ranked #7.

Houlihan Financial Resource Group first reported a position in IVV in Q4 2019 and has held it in 17 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Houlihan Financial Resource Group held 10,326 shares of iShares Core S&P 500 ETF worth $7.73M as of Q2 2026.
  • Houlihan Financial Resource Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.76% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #7 holding.
  • Houlihan Financial Resource Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.