HFS
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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
Q2 		$5.47M Buy
7,299
+432
+6% +$315K 0.55% 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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Howard Financial Services's IVV Position: Q2 2026 in Review

Howard Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, buying an estimated $315K and bringing the position to 7,299 shares worth $5.47M. The position accounts for 0.55% of the portfolio, ranked #33.

Howard Financial Services first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 1,729 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Howard Financial Services held 7,299 shares of iShares Core S&P 500 ETF worth $5.47M as of Q2 2026.
  • Howard Financial Services bought 432 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $315K.
  • iShares Core S&P 500 ETF made up 0.55% of Howard Financial Services's portfolio in Q2 2026, its #33 holding.
  • Howard Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,729 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.