Howard Financial Services
IVV icon

Howard Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Howard Financial Services’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 		$5.6M Buy
7,307
+8
+0.1% +$6.1K 0.59% 32
2026
Q2 		$5.47M Buy
7,299
+432
+6% +$315K 0.59% 33
2026
Q1 		$4.49M Buy
6,867
+282
+4% +$193K 0.51% 34
2025
Q4 		$4.51M Buy
6,585
+46
+0.7% +$31.2K 0.53% 32
2025
Q3 		$4.38M Buy
6,539
+19
+0.3% +$12.2K 0.54% 32
2025
Q2 		$4.05M Sell
6,520
-723
-10% -$415K 0.53% 32
2025
Q1 		$4.07M Buy
7,243
+19
+0.3% +$11.2K 0.55% 31
2024
Q4 		$4.25M Buy
7,224
+2,446
+51% +$1.45M 0.58% 32
2024
Q3 		$2.76M Buy
4,778
+2
+0% +$1.11K 0.4% 36
2024
Q2 		$2.61M Buy
4,776
+13
+0.3% +$6.84K 0.43% 37
2024
Q1 		$2.5M Sell
4,763
-259
-5% -$130K 0.43% 39
2023
Q4 		$2.4M Buy
5,022
+338
+7% +$151K 0.46% 34
2023
Q3 		$2.01M Buy
+4,684
New +$2.1M 0.46% 33
2023
Q2 		– Sell
-1,084
Closed -$446K – 149
2023
Q1 		$446K Sell
1,084
-637
-37% -$255K 0.11% 75
2022
Q4 		$661K Sell
1,721
-770
-31% -$297K 0.17% 57
2022
Q3 		$893K Sell
2,491
-490
-16% -$196K 0.29% 45
2022
Q2 		$1.13M Sell
2,981
-543
-15% -$223K 0.38% 32
2022
Q1 		$1.6M Sell
3,524
-238
-6% -$106K 0.47% 26
2021
Q4 		$1.79M Sell
3,762
-187
-5% -$86.2K 0.54% 23
2021
Q3 		$1.7M Sell
3,949
-937
-19% -$415K 0.64% 21
2021
Q2 		$2.1M Sell
4,886
-771
-14% -$323K 0.82% 17
2021
Q1 		$2.25M Sell
5,657
-1,553
-22% -$601K 1.01% 18
2020
Q4 		$2.71M Hold
7,210
– – 1.43% 15
2020
Q3 		$2.42M Sell
7,210
-479
-6% -$159K 1.57% 14
2020
Q2 		$2.38M Hold
7,689
– – 1.69% 13
2020
Q1 		$1.99M Sell
7,689
-4,122
-35% -$1.26M 1.76% 11
2019
Q4 		$3.82M Buy
11,811
+365
+3% +$113K 2.35% 10
2019
Q3 		$3.42M Hold
11,446
– – 2.26% 10
2019
Q2 		$3.37M Buy
11,446
+1,985
+21% +$575K 2.31% 11
2019
Q1 		$2.69M Buy
9,461
+5,319
+128% +$1.45M 1.91% 14
2018
Q4 		$1.04M Buy
+4,142
New +$1.12M 0.8% 27

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Howard Financial Services's IVV Position: Q3 2026 in Review

Howard Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q3 2026, buying an estimated $6.1K and bringing the position to 7,307 shares worth $5.6M. The position accounts for 0.59% of the portfolio, ranked #32.

Howard Financial Services first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Howard Financial Services held 7,307 shares of iShares Core S&P 500 ETF worth $5.6M as of Q3 2026.
  • Howard Financial Services bought 8 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.1K.
  • iShares Core S&P 500 ETF made up 0.59% of Howard Financial Services's portfolio in Q3 2026, its #32 holding.
  • Howard Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.