Huntleigh Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.32M Buy
3,555
+465
+15% +$318K 0.4% 64
2025
Q4
$2.12M Sell
3,090
-21
-0.7% -$14.3K 0.36% 68
2025
Q3
$2.08M Sell
3,111
-8
-0.3% -$5.15K 0.36% 74
2025
Q2
$1.94M Sell
3,119
-25
-0.8% -$14.4K 0.37% 70
2025
Q1
$1.77M Sell
3,144
-397
-11% -$234K 0.41% 63
2024
Q4
$2.08M Buy
+3,541
New +$2.1M 0.45% 53

Other funds holding IVV

Huntleigh Advisors's IVV Position: Q1 2026 in Review

Huntleigh Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q1 2026, buying an estimated $318K and bringing the position to 3,555 shares worth $2.32M. The position accounts for 0.4% of the portfolio, ranked #64.

Huntleigh Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Huntleigh Advisors held 3,555 shares of iShares Core S&P 500 ETF worth $2.32M as of Q1 2026.
  • Huntleigh Advisors bought 465 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $318K.
  • iShares Core S&P 500 ETF made up 0.4% of Huntleigh Advisors's portfolio in Q1 2026, its #64 holding.
  • Huntleigh Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.