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

Hudson Valley 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	$658K	Buy	879 +4	+0.5%	+$2.91K	0.08%	106
2026 Q1	$572K	Hold	875	–	–	0.07%	110
2025 Q4	$599K	Buy	875 +100	+13%	+$67.9K	0.07%	110
2025 Q3	$519K	Hold	775	–	–	0.05%	121
2025 Q2	$481K	Hold	775	–	–	0.05%	123
2025 Q1	$435K	Hold	775	–	–	0.05%	122
2024 Q4	$456K	Hold	775	–	–	0.05%	122
2024 Q3	$447K	Sell	775 -35	-4%	-$19.5K	0.05%	127
2024 Q2	$386K	Sell	810 -48	-6%	-$25.2K	0.05%	138
2024 Q1	$451K	Buy	858 +48	+6%	+$24K	0.05%	129
2023 Q4	$386K	Hold	810	–	–	0.05%	138
2023 Q3	$348K	Buy	810 +35	+5%	+$15.7K	0.05%	145
2023 Q2	$345K	Sell	775 -34	-4%	-$14.3K	0.05%	164
2023 Q1	$333K	Sell	809 -158	-16%	-$63.3K	0.05%	177
2022 Q4	$372K	Buy	+967	New	+$373K	0.06%	172
2022 Q3	–	Sell	-967	Closed	-$367K	–	220
2022 Q2	$367K	Buy	967 +34	+4%	+$14K	0.06%	159
2022 Q1	$423K	Buy	+933	New	+$417K	0.06%	160

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

Hudson Valley Investment Advisors's IVV Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, buying an estimated $2.91K and bringing the position to 879 shares worth $658K. The position accounts for 0.08% of the portfolio, ranked #106.

Hudson Valley Investment Advisors first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hudson Valley Investment Advisors held 879 shares of iShares Core S&P 500 ETF worth $658K as of Q2 2026.
Hudson Valley Investment Advisors bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.08% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #106 holding.
Hudson Valley Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.