HTHT
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Hemenway Trust Hemenway Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Hemenway Trust Hemenway Trust’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 		$871K Hold
1,334
– – 0.07% 66
2025
Q4 		$914K Buy
1,334
+451
+51% +$306K 0.07% 66
2025
Q3 		$591K Sell
883
-230
-21% -$148K 0.05% 78
2025
Q2 		$691K Sell
1,113
-364
-25% -$209K 0.05% 78
2025
Q1 		$830K Sell
1,477
-447
-23% -$264K 0.07% 70
2024
Q4 		$1.13M Buy
1,924
+636
+49% +$376K 0.09% 62
2024
Q3 		$743K Sell
1,288
-10
-0.8% -$5.56K 0.06% 73
2024
Q2 		$710K Sell
1,298
-79
-6% -$41.5K 0.06% 74
2024
Q1 		$724K Buy
1,377
+712
+107% +$356K 0.06% 76
2023
Q4 		$317K Sell
665
-10
-1% -$4.48K 0.03% 104
2023
Q3 		$290K Sell
675
-35
-5% -$15.7K 0.03% 112
2023
Q2 		$316K Buy
710
+75
+12% +$31.6K 0.03% 111
2023
Q1 		$261K Hold
635
– – 0.03% 119
2022
Q4 		$244K Sell
635
-5
-0.8% -$1.93K 0.03% 125
2022
Q3 		$229K Buy
640
+1
+0.2% +$399 0.03% 121
2022
Q2 		$242K Hold
639
– – 0.03% 116
2022
Q1 		$290K Hold
639
– – 0.03% 117
2021
Q4 		$305K Sell
639
-476
-43% -$219K 0.03% 112
2021
Q3 		$481K Sell
1,115
-79
-7% -$35K 0.05% 95
2021
Q2 		$513K Buy
1,194
+315
+36% +$132K 0.05% 92
2021
Q1 		$350K Sell
879
-35
-4% -$13.6K 0.04% 108
2020
Q4 		$343K Hold
914
– – 0.04% 108
2020
Q3 		$307K Sell
914
-245
-21% -$81.5K 0.04% 104
2020
Q2 		$359K Buy
+1,159
New +$340K 0.05% 103
2018
Q3 		– Sell
-898
Closed -$245K – 128
2018
Q2 		$245K Sell
898
-25
-3% -$6.8K 0.05% 119
2018
Q1 		$245K Buy
923
+175
+23% +$48.1K 0.05% 127
2017
Q4 		$201K Buy
+748
New +$196K 0.04% 146
2016
Q2 		– Sell
-1,338
Closed -$276K – 123
2016
Q1 		$276K Hold
1,338
– – 0.07% 103
2015
Q4 		$274K Sell
1,338
-442
-25% -$91.3K 0.07% 125
2015
Q3 		$343K Sell
1,780
-2,800
-61% -$572K 0.09% 117
2015
Q2 		$948K Buy
+4,580
New +$970K 0.24% 69

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

Hemenway Trust Hemenway Trust's IVV Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,334 shares worth $871K. The position accounts for 0.07% of the portfolio, ranked #66.

Hemenway Trust Hemenway Trust first reported a position in IVV in Q2 2015 and has held it in 31 quarters since. The position peaked at $1.13M in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Hemenway Trust Hemenway Trust held 1,334 shares of iShares Core S&P 500 ETF worth $871K as of Q1 2026.
  • Hemenway Trust Hemenway Trust left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #66 holding.
  • Hemenway Trust Hemenway Trust first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 31 quarters since.
  • Hemenway Trust Hemenway Trust's iShares Core S&P 500 ETF position peaked at $1.13M in Q4 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.