Hurley Capital
IVV icon

Hurley Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Hurley Capital’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
Q3 		$3.47M Buy
4,527
+3,231
+249% +$2.47M 1.69% 16
2026
Q2 		$971K Buy
1,296
+2
+0.2% +$1.46K 0.5% 42
2026
Q1 		$845K Buy
1,294
+246
+23% +$168K 0.45% 44
2025
Q4 		$718K Buy
1,048
+87
+9% +$59.1K 0.4% 48
2025
Q3 		$643K Buy
961
+46
+5% +$29.6K 0.36% 59
2025
Q2 		$568K Buy
915
+322
+54% +$185K 0.4% 54
2025
Q1 		$333K Buy
593
+64
+12% +$37.8K 0.25% 62
2024
Q4 		$314K Buy
+529
New +$313K 0.25% 59

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Hurley Capital's IVV Position: Q3 2026 in Review

Hurley Capital increased its iShares Core S&P 500 ETF (IVV) stake by 249% in Q3 2026, buying an estimated $2.47M and bringing the position to 4,527 shares worth $3.47M. The position accounts for 1.69% of the portfolio, ranked #16.

Hurley Capital first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Hurley Capital held 4,527 shares of iShares Core S&P 500 ETF worth $3.47M as of Q3 2026.
  • Hurley Capital bought 3,231 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.47M.
  • iShares Core S&P 500 ETF made up 1.69% of Hurley Capital's portfolio in Q3 2026, its #16 holding.
  • Hurley Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.