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

Hummer Financial Advisory 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	$2.08M	Hold	2,774	–	–	1.37%	15
2026 Q1	$1.81M	Buy	2,774 +60	+2%	+$41K	1.28%	15
2025 Q4	$1.86M	Buy	2,714 +10	+0.4%	+$6.79K	1.31%	16
2025 Q3	$1.81M	Hold	2,704	–	–	1.32%	17
2025 Q2	$1.68M	Buy	2,704 +585	+28%	+$336K	1.26%	14
2025 Q1	$1.19M	Buy	2,119 +509	+32%	+$301K	0.97%	22
2024 Q4	$948K	Hold	1,610	–	–	0.75%	26
2024 Q3	$929K	Hold	1,610	–	–	0.73%	28
2024 Q2	$881K	Sell	1,610 -75	-4%	-$39.4K	0.76%	29
2024 Q1	$886K	Buy	1,685 +75	+5%	+$37.5K	0.73%	29
2023 Q4	$769K	Hold	1,610	–	–	0.7%	30
2023 Q3	$695K	Sell	1,610 -35	-2%	-$15.7K	0.71%	31
2023 Q2	$733K	Hold	1,645	–	–	0.72%	29
2023 Q1	$676K	Hold	1,645	–	–	0.72%	33
2022 Q4	$632K	Hold	1,645	–	–	0.7%	34
2022 Q3	$590K	Hold	1,645	–	–	0.69%	32
2022 Q2	$624K	Hold	1,645	–	–	0.71%	33
2022 Q1	$746K	Hold	1,645	–	–	0.67%	33
2021 Q4	$785K	Hold	1,645	–	–	0.66%	31
2021 Q3	$709K	Hold	1,645	–	–	0.66%	32
2021 Q2	$707K	Hold	1,645	–	–	0.65%	31
2021 Q1	$654K	Hold	1,645	–	–	0.64%	34
2020 Q4	$618K	Hold	1,645	–	–	0.65%	34
2020 Q3	$553K	Hold	1,645	–	–	0.65%	33
2020 Q2	$509K	Hold	1,645	–	–	0.65%	36
2020 Q1	$425K	Buy	+1,645	New	+$504K	0.64%	43

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Hummer Financial Advisory Services's IVV Position: Q2 2026 in Review

Hummer Financial Advisory Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,774 shares worth $2.08M. The position accounts for 1.37% of the portfolio, ranked #15.

Hummer Financial Advisory Services first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hummer Financial Advisory Services held 2,774 shares of iShares Core S&P 500 ETF worth $2.08M as of Q2 2026.
Hummer Financial Advisory Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.37% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #15 holding.
Hummer Financial Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.