Howard Wealth Management, LLC / IVV
Howard Wealth Management, LLC’s Ishares Tr Position
Does Howard Wealth Management, LLC own Ishares Tr (IVV)? Yes — 6.8K shares worth $4M (+1.87% of its 13F portfolio) as of Q1 2026, up from 6.1K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
6.8K
% of Portfolio
+1.87%
Quarters Held
25
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.8K | $4M | +1.87% |
| Q4 2025 | 6.1K | $4M | +1.83% |
| Q3 2025 | 4.9K | $3M | +1.50% |
| Q2 2025 | 4.9K | $3M | +1.52% |
| Q1 2025 | 5.0K | $3M | +1.56% |
| Q4 2024 | 5.2K | $3M | +1.65% |
| Q3 2024 | 5.4K | $3M | +1.80% |
| Q2 2024 | 5.1K | $3M | +2.21% |
| Q1 2024 | 5.1K | $3M | +2.20% |
| Q4 2023 | 5.3K | $3M | +2.11% |
| Q3 2023 | 5.2K | $2M | +2.07% |
| Q2 2023 | 5.1K | $2M | +1.98% |
| Q1 2023 | 5.0K | $2M | +1.70% |
| Q4 2022 | 4.9K | $2M | +1.53% |
| Q3 2022 | 4.9K | $2M | +1.24% |
| Q1 2022 | 4.8K | $2M | +1.18% |
| Q4 2021 | 4.8K | $2M | +1.20% |
| Q3 2021 | 4.8K | $2M | +1.15% |
| Q2 2021 | 4.8K | $2M | +1.14% |
| Q1 2021 | 4.7K | $2M | +1.10% |
| Q4 2020 | 4.7K | $2M | +1.10% |
| Q3 2020 | 4.7K | $2M | +1.14% |
| Q2 2020 | 5.0K | $2M | +1.27% |
| Q1 2020 | 5.0K | $1M | +1.36% |
| Q4 2019 | 4.8K | $2M | +1.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of IVV.