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

HUB Investment 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
Q1 		$5.55M Buy
8,495
+1,738
+26% +$1.19M 0.13% 139
2025
Q4 		$4.63M Sell
6,757
-410
-6% -$278K 0.12% 140
2025
Q3 		$4.8M Sell
7,167
-314
-4% -$202K 0.16% 127
2025
Q2 		$4.65M Buy
7,481
+600
+9% +$345K 0.16% 126
2025
Q1 		$3.87M Sell
6,881
-246
-3% -$145K 0.15% 128
2024
Q4 		$4.2M Sell
7,127
-493
-6% -$292K 0.18% 114
2024
Q3 		$4.4M Sell
7,620
-17,002
-69% -$9.45M 0.19% 112
2024
Q2 		$13.5M Buy
24,622
+455
+2% +$239K 0.51% 43
2024
Q1 		$12.7M Buy
24,167
+21,343
+756% +$10.7M 0.69% 39
2023
Q4 		$1.35M Buy
2,824
+1,291
+84% +$578K 0.09% 153
2023
Q3 		$658K Sell
1,533
-394
-20% -$176K 0.1% 116
2023
Q2 		$859K Sell
1,927
-266
-12% -$112K 0.14% 102
2023
Q1 		$902K Sell
2,193
-711
-24% -$285K 0.19% 89
2022
Q4 		$1.12M Buy
2,904
+878
+43% +$339K 0.24% 57
2022
Q3 		$727K Buy
2,026
+133
+7% +$53.1K 0.22% 81
2022
Q2 		$718K Buy
1,893
+13
+0.7% +$5.35K 0.22% 88
2022
Q1 		$853K Sell
1,880
-9,151
-83% -$4.09M 0.2% 94
2021
Q4 		$5.26M Sell
11,031
-302
-3% -$139K 1.22% 15
2021
Q3 		$4.88M Buy
11,333
+400
+4% +$177K 1.16% 16
2021
Q2 		$4.7M Buy
10,933
+8,959
+454% +$3.75M 1.26% 17
2021
Q1 		$785K Buy
1,974
+24
+1% +$9.29K 0.23% 100
2020
Q4 		$655K Buy
+1,950
New +$694K 0.3% 79

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HUB Investment Partners's IVV Position: Q1 2026 in Review

HUB Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q1 2026, buying an estimated $1.19M and bringing the position to 8,495 shares worth $5.55M. The position accounts for 0.13% of the portfolio, ranked #139.

HUB Investment Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.5M in Q2 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • HUB Investment Partners held 8,495 shares of iShares Core S&P 500 ETF worth $5.55M as of Q1 2026.
  • HUB Investment Partners bought 1,738 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.19M.
  • iShares Core S&P 500 ETF made up 0.13% of HUB Investment Partners's portfolio in Q1 2026, its #139 holding.
  • HUB Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's iShares Core S&P 500 ETF position peaked at $13.5M in Q2 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.