HT Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

HT Partners’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	$350K	Hold	468	–	–	0.1%	42
2026 Q1	$306K	Hold	468	–	–	0.09%	44
2025 Q4	$321K	Hold	468	–	–	0.1%	41
2025 Q3	$313K	Hold	468	–	–	0.1%	41
2025 Q2	$291K	Hold	468	–	–	0.09%	43
2025 Q1	$263K	Hold	468	–	–	0.09%	43
2024 Q4	$276K	Hold	468	–	–	0.09%	42
2024 Q3	$270K	Hold	468	–	–	0.1%	43
2024 Q2	$256K	Hold	468	–	–	0.09%	42
2024 Q1	$246K	Hold	468	–	–	0.09%	45
2023 Q4	$224K	Hold	468	–	–	0.09%	48
2023 Q3	$201K	Hold	468	–	–	0.06%	49
2023 Q2	$209K	Buy	+468	New	+$197K	0.06%	48

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

HT Partners's IVV Position: Q2 2026 in Review

HT Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 468 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #42.

HT Partners first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

HT Partners held 468 shares of iShares Core S&P 500 ETF worth $350K as of Q2 2026.
HT Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of HT Partners's portfolio in Q2 2026, its #42 holding.
HT Partners first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.