Sanders Morris Harris’s iShares Core S&P 500 ETF IVV Stock Holding History

Sanders Morris Harris’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	–	Sell	-3,685	Closed	-$2.41M	–	171
2026 Q1	$2.41M	Buy	+3,685	New	+$2.52M	0.38%	57
2025 Q4	–	Sell	-4,129	Closed	-$2.76M	–	159
2025 Q3	$2.76M	Buy	4,129 +3,394	+462%	+$2.19M	0.36%	40
2025 Q2	$456K	Sell	735 -3,761	-84%	-$2.16M	0.11%	76
2025 Q1	$2.53M	Buy	4,496 +430	+11%	+$254K	0.39%	47
2024 Q4	$2.4M	Sell	4,066 -25	-0.6%	-$14.8K	0.36%	49
2024 Q3	$2.36M	Sell	4,091 -41	-1%	-$22.8K	0.39%	41
2024 Q2	$2.26M	Buy	+4,132	New	+$2.17M	0.37%	45
2024 Q1	–	Sell	-2,997	Closed	-$1.43M	–	279
2023 Q4	$1.43M	Buy	2,997 +975	+48%	+$436K	0.7%	40
2023 Q3	$866K	Buy	2,022 +429	+27%	+$192K	0.18%	80
2023 Q2	$711K	Buy	1,593 +800	+101%	+$337K	0.16%	101
2023 Q1	$326K	Buy	+793	New	+$318K	0.11%	83
2022 Q4	–	Sell	-800	Closed	-$287K	–	235
2022 Q3	$287K	Sell	800 -4,298	-84%	-$1.72M	0.07%	204
2022 Q2	$1.95M	Hold	5,098	–	–	0.43%	41
2022 Q1	$2.31M	Buy	5,098 +4,298	+537%	+$1.92M	0.45%	40
2021 Q4	$381K	Sell	800 -30	-4%	-$13.8K	0.07%	204
2021 Q3	$357K	Sell	830 -4,153	-83%	-$1.84M	0.07%	219
2021 Q2	$2.16M	Sell	4,983 -40,677	-89%	-$17M	0.42%	50
2021 Q1	$18.6M	Sell	45,660 -77	-0.2%	-$29.8K	3.94%	3
2020 Q4	$17.4M	Buy	45,737 +40,692	+807%	+$14.5M	3.97%	3
2020 Q3	$1.76M	Buy	5,045 +4,200	+497%	+$1.4M	0.48%	44
2020 Q2	$262K	Buy	+845	New	+$248K	0.13%	89
2020 Q1	–	Sell	-1,055	Closed	-$308K	–	226
2019 Q4	$308K	Buy	1,055 +35	+3%	+$10.8K	0.07%	218
2019 Q3	$303K	Hold	1,020	–	–	0.07%	204
2019 Q2	$301K	Buy	1,020 +140	+16%	+$40.6K	0.08%	210
2019 Q1	$251K	Sell	880 -190	-18%	-$52K	0.12%	97
2018 Q4	$269K	Sell	1,070 -15	-1%	-$4.07K	0.15%	88
2018 Q3	$318K	Sell	1,085 -25	-2%	-$7.17K	0.15%	98
2018 Q2	$303K	Buy	1,110 +355	+47%	+$96.6K	0.14%	94
2018 Q1	$200K	Buy	+755	New	+$208K	0.08%	124
2016 Q2	–	Sell	-7,991	Closed	-$1.65M	–	285
2016 Q1	$1.65M	Buy	+7,991	New	+$1.57M	0.28%	77

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Sanders Morris Harris's IVV Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 3,685 shares — an estimated $2.41M sold.

Sanders Morris Harris first reported a position in IVV in Q1 2016 and held it in 30 quarters. The position peaked at $18.6M in Q1 2021. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,685 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.41M.
Sanders Morris Harris first reported a position in iShares Core S&P 500 ETF in Q1 2016 and held it in 30 quarters.
Sanders Morris Harris's iShares Core S&P 500 ETF position peaked at $18.6M in Q1 2021.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.