HFS
IVV icon

Hughes Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Hughes Financial Services’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 		$3.57M Sell
4,773
-70
-1% -$51K 0.47% 24
2026
Q1 		$3.16M Sell
4,843
-46
-0.9% -$31.4K 0.49% 23
2025
Q4 		$3.35M Sell
4,889
-39
-0.8% -$26.5K 0.53% 23
2025
Q3 		$3.37M Sell
4,928
-49
-1% -$31.6K 0.54% 22
2025
Q2 		$3.16M Sell
4,977
-580
-10% -$333K 0.54% 23
2025
Q1 		$3.13M Buy
5,557
+99
+2% +$58.5K 0.61% 22
2024
Q4 		$3.21M Buy
+5,458
New +$3.23M 0.66% 21

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Hughes Financial Services's IVV Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $51K and leaving 4,773 shares worth $3.57M. The position accounts for 0.47% of the portfolio, ranked #24.

Hughes Financial Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,305 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hughes Financial Services held 4,773 shares of iShares Core S&P 500 ETF worth $3.57M as of Q2 2026.
  • Hughes Financial Services sold 70 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51K.
  • iShares Core S&P 500 ETF made up 0.47% of Hughes Financial Services's portfolio in Q2 2026, its #24 holding.
  • Hughes Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,305 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.