WHCFA
IVV icon

William Howard & Co Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

William Howard & Co Financial Advisors’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 		$30M Sell
40,126
-203
-0.5% -$148K 23.37% 1
2026
Q1 		$26.3M Sell
40,329
-410
-1% -$280K 22.75% 1
2025
Q4 		$27.9M Sell
40,739
-434
-1% -$295K 23.52% 1
2025
Q3 		$27.6M Sell
41,173
-2,188
-5% -$1.41M 23.45% 1
2025
Q2 		$26.9M Sell
43,361
-646
-1% -$371K 23.49% 1
2025
Q1 		$24.7M Sell
44,007
-2,588
-6% -$1.53M 23.18% 1
2024
Q4 		$27.4M Sell
46,595
-1,948
-4% -$1.15M 24.82% 1
2024
Q3 		$28M Sell
48,543
-410
-0.8% -$228K 23.88% 1
2024
Q2 		$26.8M Sell
48,953
-544
-1% -$286K 24.75% 1
2024
Q1 		$26M Buy
+49,497
New +$24.8M 24.4% 1

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

William Howard & Co Financial Advisors's IVV Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.5% in Q2 2026, selling an estimated $148K and leaving 40,126 shares worth $30M. The position accounts for 23.37% of the portfolio, ranked #1.

William Howard & Co Financial Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • William Howard & Co Financial Advisors held 40,126 shares of iShares Core S&P 500 ETF worth $30M as of Q2 2026.
  • William Howard & Co Financial Advisors sold 203 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $148K.
  • iShares Core S&P 500 ETF made up 23.37% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • William Howard & Co Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.