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

Howland Capital 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 		$2.21M Sell
2,949
-294
-9% -$214K 0.08% 118
2026
Q1 		$2.12M Sell
3,243
-69
-2% -$47.1K 0.08% 108
2025
Q4 		$2.27M Sell
3,312
-26
-0.8% -$17.7K 0.09% 106
2025
Q3 		$2.23M Sell
3,338
-98
-3% -$63.1K 0.09% 110
2025
Q2 		$2.13M Hold
3,436
– – 0.09% 116
2025
Q1 		$1.93M Buy
3,436
+25
+0.7% +$14.8K 0.09% 115
2024
Q4 		$2.01M Sell
3,411
-457
-12% -$271K 0.09% 109
2024
Q3 		$2.23M Buy
3,868
+107
+3% +$59.5K 0.1% 103
2024
Q2 		$2.06M Buy
3,761
+427
+13% +$225K 0.1% 99
2024
Q1 		$1.75M Buy
3,334
+1,913
+135% +$957K 0.08% 106
2023
Q4 		$679K Sell
1,421
-71
-5% -$31.8K 0.04% 167
2023
Q3 		$644K Sell
1,492
-50
-3% -$22.4K 0.04% 160
2023
Q2 		$687K Buy
1,542
+528
+52% +$223K 0.04% 155
2023
Q1 		$417K Buy
1,014
+145
+17% +$58.1K 0.03% 194
2022
Q4 		$334K Sell
869
-115
-12% -$44.4K 0.02% 202
2022
Q3 		$353K Buy
984
+99
+11% +$39.5K 0.02% 193
2022
Q2 		$336K Buy
885
+145
+20% +$59.6K 0.02% 189
2022
Q1 		$336K Buy
740
+68
+10% +$30.4K 0.02% 175
2021
Q4 		$321K Buy
672
+13
+2% +$5.99K 0.02% 186
2021
Q3 		$284K Sell
659
-41
-6% -$18.2K 0.01% 200
2021
Q2 		$301K Sell
700
-35
-5% -$14.7K 0.02% 198
2021
Q1 		$292K Sell
735
-170
-19% -$65.8K 0.02% 195
2020
Q4 		$340K Sell
905
-1
-0.1% -$356 0.02% 179
2020
Q3 		$304K Sell
906
-5
-0.5% -$1.66K 0.02% 173
2020
Q2 		$282K Buy
911
+26
+3% +$7.63K 0.02% 179
2020
Q1 		$229K Sell
885
-28
-3% -$8.58K 0.02% 182
2019
Q4 		$295K Buy
+913
New +$283K 0.02% 181

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Howland Capital Management's IVV Position: Q2 2026 in Review

Howland Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, selling an estimated $214K and leaving 2,949 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #118.

Howland Capital Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.27M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Howland Capital Management held 2,949 shares of iShares Core S&P 500 ETF worth $2.21M as of Q2 2026.
  • Howland Capital Management sold 294 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $214K.
  • iShares Core S&P 500 ETF made up 0.08% of Howland Capital Management's portfolio in Q2 2026, its #118 holding.
  • Howland Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Howland Capital Management's iShares Core S&P 500 ETF position peaked at $2.27M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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