Howard Capital Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Howard Capital Management 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	$641K	Hold	856	–	–	0.04%	81
2026 Q1	$559K	Hold	856	–	–	0.04%	82
2025 Q4	$586K	Buy	856 +26	+3%	+$17.7K	0.04%	80
2025 Q3	$556K	Sell	830 -85	-9%	-$54.7K	0.04%	82
2025 Q2	$568K	Buy	915 +66	+8%	+$37.9K	0.04%	79
2025 Q1	$477K	Buy	849 +16	+2%	+$9.45K	0.04%	81
2024 Q4	$490K	Hold	833	–	–	0.03%	84
2024 Q3	$481K	Hold	833	–	–	0.03%	87
2024 Q2	$456K	Sell	833 -1	-0.1%	-$526	0.03%	86
2024 Q1	$438K	Sell	834 -100	-11%	-$50K	0.03%	86
2023 Q4	$446K	Hold	934	–	–	0.04%	74
2023 Q3	$401K	Buy	934 +1	+0.1%	+$447	0.04%	75
2023 Q2	$416K	Sell	933 -213	-19%	-$89.8K	0.04%	73
2023 Q1	$471K	Hold	1,146	–	–	0.05%	70
2022 Q4	$440K	Buy	1,146 +75	+7%	+$28.9K	0.05%	65
2022 Q3	$384K	Hold	1,071	–	–	0.05%	70
2022 Q2	$406K	Sell	1,071 -15	-1%	-$6.17K	0.05%	70
2022 Q1	$493K	Buy	1,086 +28	+3%	+$12.5K	0.04%	68
2021 Q4	$505K	Hold	1,058	–	–	0.04%	74
2021 Q3	$456K	Hold	1,058	–	–	0.04%	74
2021 Q2	$455K	Sell	1,058 -28	-3%	-$11.7K	0.04%	72
2021 Q1	$432K	Buy	+1,086	New	+$420K	0.05%	68

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Howard Capital Management Group's IVV Position: Q2 2026 in Review

Howard Capital Management Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 856 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #81.

Howard Capital Management Group first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Howard Capital Management Group held 856 shares of iShares Core S&P 500 ETF worth $641K as of Q2 2026.
Howard Capital Management Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Howard Capital Management Group's portfolio in Q2 2026, its #81 holding.
Howard Capital Management Group first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.