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Hurlow Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Hurlow Wealth Management Group’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
Q1 		$359K Hold
550
– – 0.09% 76
2025
Q4 		$377K Buy
550
+198
+56% +$134K 0.09% 72
2025
Q3 		$236K Hold
352
– – 0.06% 107
2025
Q2 		$219K Buy
+352
New +$202K 0.06% 120
2025
Q1 		– Sell
-352
Closed -$207K – 124
2024
Q4 		$207K Hold
352
– – 0.06% 118
2024
Q3 		$203K Buy
+352
New +$196K 0.06% 117

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hurlow Wealth Management Group's IVV Position: Q1 2026 in Review

Hurlow Wealth Management Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 550 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #76.

Hurlow Wealth Management Group first reported a position in IVV in Q3 2024 and has held it in 6 quarters since. The position peaked at $377K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hurlow Wealth Management Group held 550 shares of iShares Core S&P 500 ETF worth $359K as of Q1 2026.
  • Hurlow Wealth Management Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #76 holding.
  • Hurlow Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
  • Hurlow Wealth Management Group's iShares Core S&P 500 ETF position peaked at $377K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.