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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hamilton Capital's IVV Position: Q1 2026 in Review

Hamilton Capital increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $34.8K and bringing the position to 2,234 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #35.

Hamilton Capital first reported a position in IVV in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.49M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hamilton Capital held 2,234 shares of iShares Core S&P 500 ETF worth $1.46M as of Q1 2026.
  • Hamilton Capital bought 51 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $34.8K.
  • iShares Core S&P 500 ETF made up 0.08% of Hamilton Capital's portfolio in Q1 2026, its #35 holding.
  • Hamilton Capital first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • Hamilton Capital's iShares Core S&P 500 ETF position peaked at $1.49M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.