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

Howard Wealth Management’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 		$5M Sell
6,672
-141
-2% -$103K 1.85% 14
2026
Q1 		$4.45M Buy
6,813
+702
+11% +$479K 1.87% 14
2025
Q4 		$4.19M Buy
6,111
+1,230
+25% +$835K 1.83% 15
2025
Q3 		$3.27M Buy
4,881
+25
+0.5% +$16.1K 1.5% 17
2025
Q2 		$3.01M Sell
4,856
-136
-3% -$78.1K 1.52% 18
2025
Q1 		$2.81M Sell
4,992
-195
-4% -$115K 1.56% 17
2024
Q4 		$3.05M Sell
5,187
-175
-3% -$104K 1.65% 15
2024
Q3 		$3.09M Buy
5,362
+239
+5% +$133K 1.8% 16
2024
Q2 		$2.8M Sell
5,123
-24
-0.5% -$12.6K 2.21% 10
2024
Q1 		$2.71M Sell
5,147
-129
-2% -$64.5K 2.2% 10
2023
Q4 		$2.52M Buy
5,276
+50
+1% +$22.4K 2.11% 11
2023
Q3 		$2.24M Buy
5,226
+109
+2% +$48.8K 2.07% 11
2023
Q2 		$2.28M Buy
5,117
+151
+3% +$63.6K 1.98% 11
2023
Q1 		$2.04M Buy
4,966
+99
+2% +$39.7K 1.7% 13
2022
Q4 		$1.87M Sell
4,867
-11
-0.2% -$4.25K 1.53% 16
2022
Q3 		$1.75M Buy
+4,878
New +$1.95M 1.24% 22
2022
Q2 		– Sell
-4,792
Closed -$2.17M – 97
2022
Q1 		$2.17M Buy
4,792
+33
+0.7% +$14.8K 1.18% 24
2021
Q4 		$2.27M Sell
4,759
-35
-0.7% -$16.1K 1.2% 23
2021
Q3 		$2.06M Sell
4,794
-18
-0.4% -$7.98K 1.15% 24
2021
Q2 		$2.07M Buy
4,812
+79
+2% +$33.1K 1.14% 24
2021
Q1 		$1.88M Buy
4,733
+34
+0.7% +$13.2K 1.1% 25
2020
Q4 		$1.76M Sell
4,699
-47
-1% -$16.7K 1.1% 27
2020
Q3 		$1.59M Sell
4,746
-278
-6% -$92.5K 1.14% 25
2020
Q2 		$1.55M Sell
5,024
-1
-0% -$294 1.27% 21
2020
Q1 		$1.3M Buy
5,025
+194
+4% +$59.4K 1.36% 20
2019
Q4 		$1.56M Buy
+4,831
New +$1.5M 1.3% 19

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Howard Wealth Management's IVV Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $103K and leaving 6,672 shares worth $5M. The position accounts for 1.85% of the portfolio, ranked #14.

Howard Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 2,279 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Howard Wealth Management held 6,672 shares of iShares Core S&P 500 ETF worth $5M as of Q2 2026.
  • Howard Wealth Management sold 141 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P 500 ETF made up 1.85% of Howard Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Howard Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,279 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.