Back to HB Wealth Management, LLC

IVV
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in iShares Trust CORE S&P500 ETF

HB Wealth Management, LLC holds 224,445 shares of IVV (iShares Trust CORE S&P500 ETF), worth $146.6M as of 2026-Q1. The position was increased (+3.9% shares). IVV represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$146.6M

Current Shares

224,445

Total Value Change

+$52.2M

Total Shares Change

+51,926

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
224,445
+3.9%
$146.6M0.9%$683.37
44
2025-Q4
Increased
216,099
+4.4%
$148M1.0%$689.92
45
2025-Q3
Increased
207,034
+2.6%
$138.6M0.9%$664.41
44
2025-Q2
Increased
201,722
+0.3%
$125.2M1.0%$613.43
42
2025-Q1
Increased
201,171
+11.8%
$113M0.9%$552.75
47
2024-Q4
Increased
179,954
+0.4%
$105.9M1.1%$583.48
47
2024-Q3
Increased
179,308
+3.9%
$103.4M1.1%$564.81
49
2024-Q2
Increased
172,519
+50.3%
$94.4M1.1%$536.31
65

Other major holders of IVV: BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used