HI
IVV icon

Human Investing’s iShares Core S&P 500 ETF IVV Stock Holding History

Human Investing’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 		$29.4M Buy
39,270
+348
+0.9% +$253K 3.81% 8
2026
Q1 		$25.4M Sell
38,922
-495
-1% -$338K 3.7% 8
2025
Q4 		$27M Sell
39,417
-431
-1% -$293K 3.81% 8
2025
Q3 		$26.7M Buy
39,848
+538
+1% +$346K 3.94% 8
2025
Q2 		$24.4M Buy
39,310
+1,642
+4% +$943K 3.84% 8
2025
Q1 		$21.2M Sell
37,668
-441
-1% -$260K 3.73% 8
2024
Q4 		$22.4M Sell
38,109
-546
-1% -$323K 3.98% 8
2024
Q3 		$22.3M Buy
38,655
+212
+0.6% +$118K 4.03% 8
2024
Q2 		$21M Sell
38,443
-109
-0.3% -$57.3K 4.09% 8
2024
Q1 		$20.3M Buy
38,552
+110
+0.3% +$55K 4.07% 8
2023
Q4 		$18.4M Sell
38,442
-1,149
-3% -$514K 3.96% 8
2023
Q3 		$17M Sell
39,591
-832
-2% -$372K 3.96% 8
2023
Q2 		$18M Buy
40,423
+1,710
+4% +$721K 4.11% 8
2023
Q1 		$15.9M Sell
38,713
-335
-0.9% -$134K 3.86% 8
2022
Q4 		$15M Sell
39,048
-1,422
-4% -$549K 3.82% 8
2022
Q3 		$14.5M Sell
40,470
-3,458
-8% -$1.38M 3.7% 9
2022
Q2 		$16.7M Sell
43,928
-2,882
-6% -$1.19M 4.02% 6
2022
Q1 		$21.2M Sell
46,810
-217
-0.5% -$97K 4.7% 5
2021
Q4 		$22.4M Sell
47,027
-182
-0.4% -$83.9K 5.35% 6
2021
Q3 		$20.3M Buy
47,209
+498
+1% +$221K 4.8% 6
2021
Q2 		$20.1M Sell
46,711
-179,185
-79% -$75.1M 4.89% 6
2021
Q1 		$89.9M Buy
225,896
+24,807
+12% +$9.6M 22.89% 1
2020
Q4 		$75.5M Buy
201,089
+21,640
+12% +$7.7M 21.36% 1
2020
Q3 		$60.3M Buy
179,449
+67,141
+60% +$22.3M 19.79% 1
2020
Q2 		$34.8M Sell
112,308
-330
-0.3% -$96.9K 12.28% 1
2020
Q1 		$29.1M Buy
112,638
+3,144
+3% +$963K 12.61% 1
2019
Q4 		$35.4M Buy
109,494
+5,070
+5% +$1.57M 11.56% 1
2019
Q3 		$31.2M Buy
104,424
+6,737
+7% +$2M 11.04% 1
2019
Q2 		$28.8M Buy
97,687
+3,283
+3% +$951K 10.51% 1
2019
Q1 		$26.9M Buy
94,404
+6,257
+7% +$1.71M 10.04% 1
2018
Q4 		$22.2M Buy
+88,147
New +$23.9M 9.25% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Human Investing's IVV Position: Q2 2026 in Review

Human Investing increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, buying an estimated $253K and bringing the position to 39,270 shares worth $29.4M. The position accounts for 3.81% of the portfolio, ranked #8.

Human Investing first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $89.9M in Q1 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Human Investing held 39,270 shares of iShares Core S&P 500 ETF worth $29.4M as of Q2 2026.
  • Human Investing bought 348 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $253K.
  • iShares Core S&P 500 ETF made up 3.81% of Human Investing's portfolio in Q2 2026, its #8 holding.
  • Human Investing first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Human Investing's iShares Core S&P 500 ETF position peaked at $89.9M in Q1 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.