Hamilton Point Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Hamilton Point Investment Advisors’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	$910K	Hold	1,215	–	–	0.13%	80
2026 Q1	$794K	Hold	1,215	–	–	0.12%	85
2025 Q4	$832K	Buy	1,215 +148	+14%	+$101K	0.13%	81
2025 Q3	$714K	Hold	1,067	–	–	0.11%	84
2025 Q2	$663K	Hold	1,067	–	–	0.11%	88
2025 Q1	$600K	Hold	1,067	–	–	0.11%	87
2024 Q4	$628K	Hold	1,067	–	–	0.11%	84
2024 Q3	$615K	Hold	1,067	–	–	0.11%	80
2024 Q2	$584K	Hold	1,067	–	–	0.11%	81
2024 Q1	$561K	Hold	1,067	–	–	0.11%	83
2023 Q4	$510K	Hold	1,067	–	–	0.1%	88
2023 Q3	$460K	Hold	1,067	–	–	0.11%	84
2023 Q2	$476K	Hold	1,067	–	–	0.11%	83
2023 Q1	$439K	Buy	+1,067	New	+$428K	0.11%	83
2017 Q3	–	Sell	-2,793	Closed	-$680K	–	77
2017 Q2	$680K	Hold	2,793	–	–	0.38%	60
2017 Q1	$663K	Sell	2,793 -45	-2%	-$10.5K	0.38%	63
2016 Q4	$639K	Sell	2,838 -20	-0.7%	-$4.4K	0.39%	62
2016 Q3	$622K	Buy	2,858 +850	+42%	+$185K	0.39%	62
2016 Q2	$423K	Sell	2,008 -500	-20%	-$104K	0.28%	64
2016 Q1	$518K	Buy	2,508 +742	+42%	+$146K	0.35%	63
2015 Q4	$362K	Sell	1,766 -145	-8%	-$30K	0.25%	64
2015 Q3	$368K	Buy	1,911 +186	+11%	+$38K	0.29%	65
2015 Q2	$357K	Buy	1,725 +595	+53%	+$126K	0.29%	62
2015 Q1	$235K	Buy	+1,130	New	+$235K	0.19%	62

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hamilton Point Investment Advisors's IVV Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,215 shares worth $910K. The position accounts for 0.13% of the portfolio, ranked #80.

Hamilton Point Investment Advisors first reported a position in IVV in Q1 2015 and has held it in 24 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hamilton Point Investment Advisors held 1,215 shares of iShares Core S&P 500 ETF worth $910K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.13% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #80 holding.
Hamilton Point Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 24 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.