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 Q2	$412K	Hold	550	–	–	0.09%	74
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hurlow Wealth Management Group's IVV Position: Q2 2026 in Review

Hurlow Wealth Management Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 550 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #74.

Hurlow Wealth Management Group first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hurlow Wealth Management Group held 550 shares of iShares Core S&P 500 ETF worth $412K as of Q2 2026.
Hurlow Wealth Management Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.09% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #74 holding.
Hurlow Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.