Team Hewins’s iShares Core S&P 500 ETF IVV Stock Holding History

Team Hewins’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	$2.89M	Buy	3,853 +34	+0.9%	+$24.8K	0.79%	11
2026 Q1	$2.49M	Sell	3,819 -13	-0.3%	-$8.88K	0.74%	11
2025 Q4	$2.62M	Sell	3,832 -2	-0.1%	-$1.36K	0.85%	10
2025 Q3	$2.57M	Buy	3,834 +2,590	+208%	+$1.67M	0.87%	10
2025 Q2	$772K	Sell	1,244 -1,267	-50%	-$727K	0.28%	16
2025 Q1	$1.41M	Hold	2,511	–	–	0.55%	12
2024 Q4	$1.48M	Hold	2,511	–	–	0.58%	11
2024 Q3	$1.45M	Buy	2,511 +646	+35%	+$359K	0.55%	12
2024 Q2	$1.02M	Buy	1,865 +56	+3%	+$29.4K	0.42%	12
2024 Q1	$951K	Sell	1,809 -6	-0.3%	-$3K	0.38%	12
2023 Q4	$867K	Buy	+1,815	New	+$812K	0.38%	12
2023 Q3	–	Sell	-1,540	Closed	-$686K	–	41
2023 Q2	$686K	Hold	1,540	–	–	0.33%	12
2023 Q1	$633K	Hold	1,540	–	–	0.34%	12
2022 Q4	$592K	Buy	+1,540	New	+$594K	0.32%	12

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Team Hewins's IVV Position: Q2 2026 in Review

Team Hewins increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, buying an estimated $24.8K and bringing the position to 3,853 shares worth $2.89M. The position accounts for 0.79% of the portfolio, ranked #11.

Team Hewins first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Team Hewins held 3,853 shares of iShares Core S&P 500 ETF worth $2.89M as of Q2 2026.
Team Hewins bought 34 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8K.
iShares Core S&P 500 ETF made up 0.79% of Team Hewins's portfolio in Q2 2026, its #11 holding.
Team Hewins first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.