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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
Q2 		$12.9M Buy
17,261
+8,766
+103% +$6.38M 0.23% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

HUB Investment Partners's IVV Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 103% in Q2 2026, buying an estimated $6.38M and bringing the position to 17,261 shares worth $12.9M. The position accounts for 0.23% of the portfolio, ranked #78.

HUB Investment Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q2 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • HUB Investment Partners held 17,261 shares of iShares Core S&P 500 ETF worth $12.9M as of Q2 2026.
  • HUB Investment Partners bought 8,766 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.38M.
  • iShares Core S&P 500 ETF made up 0.23% of HUB Investment Partners's portfolio in Q2 2026, its #78 holding.
  • HUB Investment Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's iShares Core S&P 500 ETF position peaked at $13.5M in Q2 2024.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.