Hamrick Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$463K Sell
618
-1,097
-64% -$799K 0.31% 54
2026
Q1
$1.12M Buy
1,715
+1,096
+177% +$748K 0.62% 45
2025
Q4
$424K Buy
+619
New +$420K 0.32% 53

Other funds holding IVV

Hamrick Investment Counsel's IVV Position: Q2 2026 in Review

Hamrick Investment Counsel reduced its iShares Core S&P 500 ETF (IVV) stake by 64% in Q2 2026, selling an estimated $799K and leaving 618 shares worth $463K. The position accounts for 0.31% of the portfolio, ranked #54.

Hamrick Investment Counsel first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hamrick Investment Counsel held 618 shares of iShares Core S&P 500 ETF worth $463K as of Q2 2026.
  • Hamrick Investment Counsel sold 1,097 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $799K.
  • iShares Core S&P 500 ETF made up 0.31% of Hamrick Investment Counsel's portfolio in Q2 2026, its #54 holding.
  • Hamrick Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Hamrick Investment Counsel's iShares Core S&P 500 ETF position peaked at $1.12M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.