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IVV icon

Hamilton Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Hamilton Capital’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
Q2 		$1.45M Sell
1,943
-291
-13% -$212K 0.07% 32
2026
Q1 		$1.46M Buy
2,234
+51
+2% +$34.8K 0.08% 35
2025
Q4 		$1.49M Buy
+2,183
New +$1.48M 0.07% 30
2025
Q2 		$1.15M Buy
1,847
+1
+0.1% +$574 0.06% 32
2025
Q1 		$1.04M Buy
1,846
+1
+0.1% +$591 0.06% 38
2024
Q4 		$1.09M Sell
1,845
-230
-11% -$136K 0.08% 33
2024
Q3 		$1.19M Buy
2,075
+108
+5% +$60K 0.09% 32
2024
Q2 		$1.08M Sell
1,967
-5
-0.3% -$2.63K 0.08% 29
2024
Q1 		$1.04M Sell
1,972
-128
-6% -$64K 0.08% 35
2023
Q4 		$1M Sell
2,100
-77
-4% -$34.5K 0.08% 32
2023
Q3 		$935K Buy
2,177
+158
+8% +$70.7K 0.07% 30
2023
Q2 		$900K Sell
2,019
-113
-5% -$47.6K 0.06% 34
2023
Q1 		$876K Buy
2,132
+2
+0.1% +$802 0.06% 31
2022
Q4 		$818K Buy
2,130
+115
+6% +$44.4K 0.05% 39
2022
Q3 		$723K Sell
2,015
-131
-6% -$52.3K 0.05% 30
2022
Q2 		$814K Buy
2,146
+88
+4% +$36.2K 0.05% 29
2022
Q1 		$934K Sell
2,058
-296
-13% -$132K 0.06% 28
2021
Q4 		$1.12M Buy
2,354
+732
+45% +$337K 0.09% 28
2021
Q3 		$699K Hold
1,622
– – 0.06% 29
2021
Q2 		$697K Hold
1,622
– – 0.07% 23
2021
Q1 		$645K Sell
1,622
-2,180
-57% -$844K 0.07% 23
2020
Q4 		$1.43M Buy
3,802
+1,751
+85% +$623K 0.24% 13
2020
Q3 		$689K Buy
2,051
+159
+8% +$52.9K 0.27% 15
2020
Q2 		$586K Sell
1,892
-1,666
-47% -$489K 0.22% 17
2020
Q1 		$919K Hold
3,558
– – 0.34% 14
2019
Q4 		$1.15M Buy
+3,558
New +$1.1M 0.5% 12
2019
Q1 		– Sell
-1,910
Closed -$527K – 41
2018
Q4 		$527K Buy
+1,910
New +$519K 0.24% 17

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hamilton Capital's IVV Position: Q2 2026 in Review

Hamilton Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $212K and leaving 1,943 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #32.

Hamilton Capital first reported a position in IVV in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.49M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hamilton Capital held 1,943 shares of iShares Core S&P 500 ETF worth $1.45M as of Q2 2026.
  • Hamilton Capital sold 291 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $212K.
  • iShares Core S&P 500 ETF made up 0.07% of Hamilton Capital's portfolio in Q2 2026, its #32 holding.
  • Hamilton Capital first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • Hamilton Capital's iShares Core S&P 500 ETF position peaked at $1.49M in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.