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Montz Harcus Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Montz Harcus Wealth Management’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 		$1.25M Buy
1,675
+1
+0.1% +$728 0.45% 29
2026
Q1 		$1.09M Buy
1,674
+8
+0.5% +$5.46K 0.44% 30
2025
Q4 		$1.14M Buy
1,666
+5
+0.3% +$3.4K 0.46% 26
2025
Q3 		$1.11M Buy
1,661
+5
+0.3% +$3.22K 0.49% 25
2025
Q2 		$1.03M Sell
1,656
-64
-4% -$36.7K 0.5% 23
2025
Q1 		$966K Buy
1,720
+96
+6% +$56.7K 0.53% 23
2024
Q4 		$956K Buy
1,624
+11
+0.7% +$6.51K 0.53% 24
2024
Q3 		$930K Buy
1,613
+6
+0.4% +$3.34K 0.54% 24
2024
Q2 		$879K Buy
1,607
+5
+0.3% +$2.63K 0.57% 22
2024
Q1 		$842K Sell
1,602
-20
-1% -$10K 0.57% 24
2023
Q4 		$775K Sell
1,622
-3
-0.2% -$1.34K 0.59% 24
2023
Q3 		$698K Hold
1,625
– – 0.6% 23
2023
Q2 		$724K Buy
1,625
+5
+0.3% +$2.11K 0.6% 21
2023
Q1 		$666K Buy
1,620
+6
+0.4% +$2.41K 0.62% 22
2022
Q4 		$620K Buy
1,614
+32
+2% +$12.3K 0.61% 22
2022
Q3 		$567K Buy
1,582
+8
+0.5% +$3.19K 0.62% 22
2022
Q2 		$597K Buy
1,574
+6
+0.4% +$2.47K 0.63% 22
2022
Q1 		$711K Buy
1,568
+5
+0.3% +$2.24K 0.64% 22
2021
Q4 		$746K Buy
+1,563
New +$720K 0.65% 22

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Montz Harcus Wealth Management's IVV Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q2 2026, buying an estimated $728 and bringing the position to 1,675 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #29.

Montz Harcus Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Montz Harcus Wealth Management held 1,675 shares of iShares Core S&P 500 ETF worth $1.25M as of Q2 2026.
  • Montz Harcus Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.45% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Montz Harcus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.