HTG Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

HTG Investment Advisors’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	$3.27M	Sell	4,373 -10	-0.2%	-$7.28K	0.84%	24
2026 Q1	$2.86M	Buy	+4,383	New	+$2.99M	0.81%	25
2024 Q2	–	Sell	-503	Closed	-$264K	–	62
2024 Q1	$264K	Sell	503 -54	-10%	-$27K	0.15%	55
2023 Q4	$266K	Buy	557 +62	+13%	+$27.8K	0.17%	52
2023 Q3	$213K	Sell	495 -171	-26%	-$76.5K	0.17%	51
2023 Q2	$297K	Hold	666	–	–	0.25%	44
2023 Q1	$274K	Sell	666 -144	-18%	-$57.7K	0.25%	43
2022 Q4	$311K	Buy	+810	New	+$313K	0.31%	39

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

HTG Investment Advisors's IVV Position: Q2 2026 in Review

HTG Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q2 2026, selling an estimated $7.28K and leaving 4,373 shares worth $3.27M. The position accounts for 0.84% of the portfolio, ranked #24.

HTG Investment Advisors first reported a position in IVV in Q4 2022 and has held it in 8 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

HTG Investment Advisors held 4,373 shares of iShares Core S&P 500 ETF worth $3.27M as of Q2 2026.
HTG Investment Advisors sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.84% of HTG Investment Advisors's portfolio in Q2 2026, its #24 holding.
HTG Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.