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S Harris Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

S Harris Financial 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 		$2.19M Sell
2,931
-15
-0.5% -$10.9K 1.7% 11
2026
Q1 		$1.92M Sell
2,946
-80
-3% -$54.6K 1.76% 10
2025
Q4 		$2.07M Buy
+3,026
New +$2.05M 1.99% 10

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

S Harris Financial Group's IVV Position: Q2 2026 in Review

S Harris Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.51% in Q2 2026, selling an estimated $10.9K and leaving 2,931 shares worth $2.19M. The position accounts for 1.7% of the portfolio, ranked #11.

S Harris Financial Group first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • S Harris Financial Group held 2,931 shares of iShares Core S&P 500 ETF worth $2.19M as of Q2 2026.
  • S Harris Financial Group sold 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 1.7% of S Harris Financial Group's portfolio in Q2 2026, its #11 holding.
  • S Harris Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.