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
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: Q1 2026 in Review

Hamrick Investment Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 177% in Q1 2026, buying an estimated $748K and bringing the position to 1,715 shares worth $1.12M. The position accounts for 0.62% of the portfolio, ranked #45.

Hamrick Investment Counsel first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hamrick Investment Counsel held 1,715 shares of iShares Core S&P 500 ETF worth $1.12M as of Q1 2026.
  • Hamrick Investment Counsel bought 1,096 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $748K.
  • iShares Core S&P 500 ETF made up 0.62% of Hamrick Investment Counsel's portfolio in Q1 2026, its #45 holding.
  • Hamrick Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hamrick Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.