Highland Investment Advisors LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Highland Investment Advisors LLC’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	$5.91M	Buy	+7,898	New	+$5.75M	2.58%	12

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Highland Investment Advisors LLC's IVV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 7,898 shares worth $5.91M. The stake represents 2.58% of the portfolio and ranks #12 among its holdings.

3,576 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Highland Investment Advisors LLC held 7,898 shares of iShares Core S&P 500 ETF worth $5.91M as of Q2 2026.
iShares Core S&P 500 ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 2.58% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #12 holding.
3,576 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.