Hamrick Investment Counsel’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Hamrick Investment Counsel's IVE Position: Q2 2026 in Review
Hamrick Investment Counsel reduced its iShares S&P 500 Value ETF (IVE) stake by 60% in Q2 2026, selling an estimated $46.2K and leaving 140 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #108.
Hamrick Investment Counsel first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $73.3K in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Hamrick Investment Counsel held 140 shares of iShares S&P 500 Value ETF worth $31.8K as of Q2 2026.
- Hamrick Investment Counsel sold 207 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $46.2K.
- iShares S&P 500 Value ETF made up 0.02% of Hamrick Investment Counsel's portfolio in Q2 2026, its #108 holding.
- Hamrick Investment Counsel first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Hamrick Investment Counsel's iShares S&P 500 Value ETF position peaked at $73.3K in Q1 2026.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.