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IVVIVV
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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES TR

Yes. HB Wealth Management holds 237,234 shares of IVV, worth $181.7M, as of its Q3 2026 13F filing. It increased the position by 16,733 shares (+7.6%) from Q2 2026. HB Wealth Management has held IVV in every 13F on record since Q4 2021, 20 quarterly filings. IVV is 0.9% of HB Wealth Management's reported 13F portfolio.

Current Value

$181.7M

Current Shares

237,234

Total Value Change

+$78.3M

Total Shares Change

+57,926

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
237,234
+7.6%
$181.7M0.9%$765.85
46
2026-Q2
Decreased
220,501
-1.8%
$165.1M0.9%$746.73
0
2026-Q1
Increased
224,445
+3.9%
$146.6M0.9%$649.58
44
2025-Q4
Increased
216,099
+4.4%
$148M1.0%$679.33
45
2025-Q3
Increased
207,034
+2.6%
$138.6M0.9%$661.47
44
2025-Q2
Increased
201,722
+0.3%
$125.2M1.0%$611.80
42
2025-Q1
Increased
201,171
+11.8%
$113M0.9%$551.94
47
2024-Q4
Increased
179,954
+0.4%
$105.9M1.1%$576.45
47
2024-Q3
Increased
179,308
+3.9%
$103.4M1.1%$562.86
49

Other major holders of IVV: BlackRock, Inc.

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