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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$284K Sell
379
-3
-0.8% -$2.19K 0.07% 107
2026
Q1
$250K Buy
+382
New +$261K 0.08% 108

Other funds holding IVV

Taylor Hoffman Capital Management's IVV Position: Q2 2026 in Review

Taylor Hoffman Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.79% in Q2 2026, selling an estimated $2.19K and leaving 379 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #107.

Taylor Hoffman Capital Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Taylor Hoffman Capital Management held 379 shares of iShares Core S&P 500 ETF worth $284K as of Q2 2026.
  • Taylor Hoffman Capital Management sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.07% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #107 holding.
  • Taylor Hoffman Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.