Stonehearth Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonehearth Capital 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	$375K	Sell	501 -5	-1%	-$3.64K	0.13%	54
2026 Q1	$330K	Hold	506	–	–	0.13%	61
2025 Q4	$346K	Hold	506	–	–	0.13%	57
2025 Q3	$339K	Hold	506	–	–	0.13%	61
2025 Q2	$314K	Hold	506	–	–	0.13%	59
2025 Q1	$284K	Hold	506	–	–	0.12%	60
2024 Q4	$298K	Hold	506	–	–	0.12%	57
2024 Q3	$292K	Hold	506	–	–	0.12%	60
2024 Q2	$277K	Sell	506 -143	-22%	-$75.2K	0.12%	58
2024 Q1	$341K	Hold	649	–	–	0.15%	46
2023 Q4	$310K	Hold	649	–	–	0.15%	46
2023 Q3	$279K	Buy	649 +70	+12%	+$31.3K	0.15%	47
2023 Q2	$258K	Buy	579 +73	+14%	+$30.8K	0.14%	58
2023 Q1	$208K	Sell	506 -68	-12%	-$27.3K	0.11%	69
2022 Q4	$220K	Hold	574	–	–	0.12%	61
2022 Q3	$206K	Hold	574	–	–	0.13%	58
2022 Q2	$224K	Buy	574 +69	+14%	+$28.4K	0.13%	60
2022 Q1	$229K	Hold	505	–	–	0.12%	65
2021 Q4	$241K	Hold	505	–	–	0.12%	59
2021 Q3	$218K	Sell	505 -232	-31%	-$103K	0.11%	60
2021 Q2	$317K	Hold	737	–	–	0.16%	48
2021 Q1	$293K	Sell	737 -3	-0.4%	-$1.16K	0.16%	49
2020 Q4	$278K	Hold	740	–	–	0.16%	46
2020 Q3	$249K	Sell	740 -74	-9%	-$24.6K	0.17%	47
2020 Q2	$267K	Sell	814 -95	-10%	-$27.9K	0.18%	46
2020 Q1	$235K	Buy	909 +188	+26%	+$57.6K	0.19%	49
2019 Q4	$233K	Hold	721	–	–	0.15%	53
2019 Q3	$215K	Hold	721	–	–	0.16%	53
2019 Q2	$213K	Hold	721	–	–	0.16%	51
2019 Q1	$205K	Sell	721 -115	-14%	-$31.4K	0.16%	48
2018 Q4	$210K	Buy	+836	New	+$227K	0.18%	46

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Stonehearth Capital Management's IVV Position: Q2 2026 in Review

Stonehearth Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.99% in Q2 2026, selling an estimated $3.64K and leaving 501 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #54.

Stonehearth Capital Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 1,991 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stonehearth Capital Management held 501 shares of iShares Core S&P 500 ETF worth $375K as of Q2 2026.
Stonehearth Capital Management sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.13% of Stonehearth Capital Management's portfolio in Q2 2026, its #54 holding.
Stonehearth Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,991 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.