Hunter Associates Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hunter Associates Investment Management’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	$1.05M	Buy	1,403 +374	+36%	+$272K	0.12%	143
2026 Q1	$671K	Sell	1,029 -5	-0.5%	-$3.41K	0.09%	168
2025 Q4	$707K	Sell	1,034 -4	-0.4%	-$2.72K	0.09%	152
2025 Q3	$695K	Sell	1,038 -16	-2%	-$10.3K	0.1%	155
2025 Q2	$655K	Hold	1,054	–	–	0.1%	164
2025 Q1	$592K	Sell	1,054 -60	-5%	-$35.4K	0.09%	161
2024 Q4	$655K	Buy	1,114 +146	+15%	+$86.4K	0.1%	152
2024 Q3	$559K	Hold	968	–	–	0.09%	169
2024 Q2	$530K	Sell	968 -16	-2%	-$8.41K	0.09%	169
2024 Q1	$518K	Sell	984 -25	-2%	-$12.5K	0.09%	175
2023 Q4	$482K	Hold	1,009	–	–	0.09%	179
2023 Q3	$433K	Buy	+1,009	New	+$451K	0.09%	181
2014 Q2	–	Sell	-2,595	Closed	-$488K	–	151
2014 Q1	$488K	Sell	2,595 -1,000	-28%	-$185K	0.19%	103
2013 Q4	$667K	Hold	3,595	–	–	0.26%	82
2013 Q3	$607K	Hold	3,595	–	–	0.25%	82
2013 Q2	$578K	Buy	+3,595	New	+$582K	0.21%	97

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

Hunter Associates Investment Management's IVV Position: Q2 2026 in Review

Hunter Associates Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $272K and bringing the position to 1,403 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #143.

Hunter Associates Investment Management first reported a position in IVV in Q2 2013 and has held it in 16 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hunter Associates Investment Management held 1,403 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
Hunter Associates Investment Management bought 374 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $272K.
iShares Core S&P 500 ETF made up 0.12% of Hunter Associates Investment Management's portfolio in Q2 2026, its #143 holding.
Hunter Associates Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 16 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.