Canton Hathaway’s iShares Core S&P 500 ETF IVV Stock Holding History

Canton Hathaway’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 Q1	$296K	Hold	453	–	–	0.06%	112
2025 Q4	$310K	Hold	453	–	–	0.06%	114
2025 Q3	$303K	Hold	453	–	–	0.06%	122
2025 Q2	$281K	Sell	453 -67	-13%	-$38.5K	0.06%	123
2025 Q1	$292K	Hold	520	–	–	0.06%	124
2024 Q4	$306K	Buy	520 +67	+15%	+$39.7K	0.08%	86
2024 Q3	$261K	Hold	453	–	–	0.07%	89
2024 Q2	$248K	Hold	453	–	–	0.07%	87
2024 Q1	$238K	Hold	453	–	–	0.06%	90
2023 Q4	$216K	Sell	453 -124	-21%	-$55.5K	0.07%	92
2023 Q3	$248K	Buy	577 +250	+76%	+$112K	0.08%	82
2023 Q2	$146K	Hold	327	–	–	0.05%	103
2023 Q1	$134K	Hold	327	–	–	0.05%	104
2022 Q4	$126K	Hold	327	–	–	0.04%	110
2022 Q3	$117K	Hold	327	–	–	0.04%	114
2022 Q2	$124K	Hold	327	–	–	0.04%	113
2022 Q1	$148K	Hold	327	–	–	0.04%	119
2021 Q4	$156K	Hold	327	–	–	0.04%	128
2021 Q3	$141K	Hold	327	–	–	0.04%	127
2021 Q2	$141K	Buy	327 +102	+45%	+$42.7K	0.04%	121
2021 Q1	$90K	Sell	225 -799	-78%	-$309K	0.03%	137
2020 Q4	$384K	Buy	+1,024	New	+$364K	0.13%	81

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Canton Hathaway's IVV Position: Q1 2026 in Review

Canton Hathaway held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 453 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #112.

Canton Hathaway first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $384K in Q4 2020. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Canton Hathaway held 453 shares of iShares Core S&P 500 ETF worth $296K as of Q1 2026.
Canton Hathaway left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of Canton Hathaway's portfolio in Q1 2026, its #112 holding.
Canton Hathaway first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Canton Hathaway's iShares Core S&P 500 ETF position peaked at $384K in Q4 2020.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Canton Hathaway's 13F filing for Q1 2026, filed 24 Apr 2026.