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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES CORE S&P 500 ETF

HB Wealth Management, LLC holds 220,501 shares of IVV (ISHARES CORE S&P 500 ETF), worth $165.1M as of 2026-Q2. The position was decreased (-1.8% shares). IVV represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$165.1M

Current Shares

220,501

Total Value Change

+$61.7M

Total Shares Change

+41,193

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
220,501
-1.8%
$165.1M0.9%$748.89
0
2026-Q1
Increased
224,445
+3.9%
$146.6M0.9%$651.46
44
2025-Q4
Increased
216,099
+4.4%
$148M1.0%$681.29
45
2025-Q3
Increased
207,034
+2.6%
$138.6M0.9%$663.39
44
2025-Q2
Increased
201,722
+0.3%
$125.2M1.0%$613.57
42
2025-Q1
Increased
201,171
+11.8%
$113M0.9%$553.53
47
2024-Q4
Increased
179,954
+0.4%
$105.9M1.1%$578.12
47
2024-Q3
Increased
179,308
+3.9%
$103.4M1.1%$564.49
49

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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