Hunter Perkins Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hunter Perkins Capital 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	$1.6M	Hold	2,140	–	–	0.36%	58
2026 Q1	$1.4M	Hold	2,140	–	–	0.33%	60
2025 Q4	$1.47M	Hold	2,140	–	–	0.34%	60
2025 Q3	$1.43M	Hold	2,140	–	–	0.32%	57
2025 Q2	$1.33M	Hold	2,140	–	–	0.31%	59
2025 Q1	$1.2M	Buy	+2,140	New	+$1.26M	0.28%	62
2023 Q3	–	Sell	-2,404	Closed	-$1.07M	–	132
2023 Q2	$1.07M	Hold	2,404	–	–	0.23%	72
2023 Q1	$988K	Hold	2,404	–	–	0.23%	64
2022 Q4	$923K	Buy	+2,404	New	+$928K	0.21%	58
2022 Q3	–	Sell	-2,404	Closed	-$911K	–	95
2022 Q2	$911K	Sell	2,404 -96	-4%	-$39.5K	0.21%	54
2022 Q1	$1.13M	Sell	2,500 -500	-17%	-$224K	0.23%	51
2021 Q4	$1.43M	Hold	3,000	–	–	0.27%	43
2021 Q3	$1.29M	Sell	3,000 -700	-19%	-$310K	0.26%	43
2021 Q2	$1.59M	Hold	3,700	–	–	0.3%	43
2021 Q1	$1.47M	Hold	3,700	–	–	0.3%	45
2020 Q4	$1.39M	Hold	3,700	–	–	0.25%	71
2020 Q3	$1.24M	Hold	3,700	–	–	0.32%	39
2020 Q2	$1.15M	Buy	+3,700	New	+$1.09M	0.33%	35

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 Perkins Capital Management's IVV Position: Q2 2026 in Review

Hunter Perkins Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,140 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #58.

Hunter Perkins Capital Management first reported a position in IVV in Q2 2020 and has held it in 18 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hunter Perkins Capital Management held 2,140 shares of iShares Core S&P 500 ETF worth $1.6M as of Q2 2026.
Hunter Perkins Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.36% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #58 holding.
Hunter Perkins Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 18 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.