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Hutchens & Kramer Investment Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Hutchens & Kramer Investment 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 		$2.66M Buy
3,548
+1,051
+42% +$765K 0.71% 31
2026
Q1 		$1.63M Sell
2,497
-1,524
-38% -$1.04M 0.52% 41
2025
Q4 		$2.75M Buy
4,021
+12
+0.3% +$8.15K 0.95% 23
2025
Q3 		$2.68M Sell
4,009
-128
-3% -$82.4K 1.06% 22
2025
Q2 		$2.57M Sell
4,137
-127
-3% -$72.9K 1.18% 20
2025
Q1 		$2.4M Sell
4,264
-2,505
-37% -$1.48M 1.32% 18
2024
Q4 		$3.98M Sell
6,769
-1,550
-19% -$917K 2.16% 9
2024
Q3 		$4.75M Buy
8,319
+2,087
+33% +$1.16M 2.64% 7
2024
Q2 		$3.42M Sell
6,232
-2,869
-32% -$1.51M 1.89% 9
2024
Q1 		$4.78M Buy
9,101
+2,465
+37% +$1.23M 2.83% 7
2023
Q4 		$3.17M Buy
6,636
+602
+10% +$269K 2.23% 9
2023
Q3 		$2.59M Buy
6,034
+432
+8% +$193K 2.06% 9
2023
Q2 		$2.5M Buy
5,602
+1,409
+34% +$594K 2% 10
2023
Q1 		$1.72M Buy
4,193
+1,547
+58% +$620K 1.49% 16
2022
Q4 		$1.02M Buy
2,646
+278
+12% +$107K 0.75% 36
2022
Q3 		$872K Buy
2,368
+220
+10% +$87.8K 0.71% 32
2022
Q2 		$823K Sell
2,148
-306
-12% -$126K 0.61% 38
2022
Q1 		$1.12M Sell
2,454
-2
-0.1% -$894 0.62% 42
2021
Q4 		$1.11M Buy
+2,456
New +$1.13M 0.7% 38

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's IVV Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 42% in Q2 2026, buying an estimated $765K and bringing the position to 3,548 shares worth $2.66M. The position accounts for 0.71% of the portfolio, ranked #31.

Hutchens & Kramer Investment Management Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.78M in Q1 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 3,548 shares of iShares Core S&P 500 ETF worth $2.66M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group bought 1,051 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $765K.
  • iShares Core S&P 500 ETF made up 0.71% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #31 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares Core S&P 500 ETF position peaked at $4.78M in Q1 2024.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.