Relyea Zuckerberg Hanson’s iShares Core S&P 500 ETF IVV Stock Holding History

Relyea Zuckerberg Hanson’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	$2.86M	Buy	3,816 +204	+6%	+$149K	0.24%	61
2026 Q1	$2.36M	Hold	3,612	–	–	0.24%	62
2025 Q4	$2.47M	Buy	3,612 +287	+9%	+$195K	0.25%	66
2025 Q3	$2.23M	Sell	3,325 -80	-2%	-$51.5K	0.23%	66
2025 Q2	$2.11M	Buy	3,405 +1,569	+85%	+$901K	0.25%	65
2025 Q1	$1.03M	Hold	1,836	–	–	0.14%	90
2024 Q4	$1.08M	Buy	1,836 +114	+7%	+$67.5K	0.15%	88
2024 Q3	$993K	Hold	1,722	–	–	0.15%	82
2024 Q2	$942K	Buy	1,722 +85	+5%	+$44.7K	0.16%	80
2024 Q1	$861K	Sell	1,637 -44	-3%	-$22K	0.15%	78
2023 Q4	$803K	Buy	1,681 +70	+4%	+$31.3K	0.16%	82
2023 Q3	$692K	Buy	1,611 +1,076	+201%	+$481K	0.16%	82
2023 Q2	$238K	Hold	535	–	–	0.05%	175
2023 Q1	$220K	Buy	+535	New	+$214K	0.05%	172
2022 Q2	–	Sell	-4,149	Closed	-$1.85M	–	147
2022 Q1	$1.85M	Buy	4,149 +366	+10%	+$164K	0.61%	26
2021 Q4	$1.66M	Buy	+3,783	New	+$1.74M	0.6%	28

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

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

Relyea Zuckerberg Hanson's IVV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q2 2026, buying an estimated $149K and bringing the position to 3,816 shares worth $2.86M. The position accounts for 0.24% of the portfolio, ranked #61.

Relyea Zuckerberg Hanson first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Relyea Zuckerberg Hanson held 3,816 shares of iShares Core S&P 500 ETF worth $2.86M as of Q2 2026.
Relyea Zuckerberg Hanson bought 204 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $149K.
iShares Core S&P 500 ETF made up 0.24% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #61 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.