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

HRC 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 		$958K Buy
1,279
+4
+0.3% +$2.91K 0.39% 22
2026
Q1 		$833K Buy
1,275
+45
+4% +$30.7K 0.39% 25
2025
Q4 		$842K Buy
1,230
+4
+0.3% +$2.72K 0.4% 24
2025
Q3 		$820K Buy
1,226
+68
+6% +$43.8K 0.4% 23
2025
Q2 		$719K Buy
1,158
+4
+0.3% +$2.3K 0.38% 23
2025
Q1 		$649K Buy
1,154
+237
+26% +$140K 0.4% 21
2024
Q4 		$540K Buy
917
+345
+60% +$204K 0.32% 26
2024
Q3 		$330K Buy
572
+3
+0.5% +$1.67K 0.21% 31
2024
Q2 		$312K Buy
569
+1
+0.2% +$526 0.21% 31
2024
Q1 		$298K Buy
+568
New +$284K 0.22% 30

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

HRC Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q2 2026, buying an estimated $2.91K and bringing the position to 1,279 shares worth $958K. The position accounts for 0.39% of the portfolio, ranked #22.

HRC Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 2,071 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • HRC Wealth Management held 1,279 shares of iShares Core S&P 500 ETF worth $958K as of Q2 2026.
  • HRC Wealth Management bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.39% of HRC Wealth Management's portfolio in Q2 2026, its #22 holding.
  • HRC Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.