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Hemington Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$4.47M Sell
6,679
-54
-0.8% -$34.8K 0.58% 23
2025
Q2 		$4.18M Buy
6,733
+3
+0% +$1.72K 0.61% 22
2025
Q1 		$3.78M Sell
6,730
-150
-2% -$88.6K 0.59% 23
2024
Q4 		$4.05M Buy
6,880
+565
+9% +$334K 1.02% 20
2024
Q3 		$3.61M Buy
6,315
+661
+12% +$368K 0.97% 20
2024
Q2 		$3.09M Buy
5,654
+74
+1% +$38.9K 1.04% 19
2024
Q1 		$2.93M Buy
5,580
+446
+9% +$223K 1.06% 17
2023
Q4 		$2.45M Sell
5,134
-7
-0.1% -$3.13K 0.95% 20
2023
Q3 		$2.21M Buy
5,141
+65
+1% +$29.1K 1.05% 18
2023
Q2 		$2.26M Buy
5,076
+894
+21% +$377K 0.92% 20
2023
Q1 		$1.72M Sell
4,182
-23
-0.5% -$9.22K 0.69% 20
2022
Q4 		$1.61M Sell
4,205
-952
-18% -$367K 0.69% 21
2022
Q3 		$1.85M Sell
5,157
-8
-0.2% -$3.19K 0.81% 20
2022
Q2 		$1.96M Sell
5,165
-48
-0.9% -$19.7K 0.78% 20
2022
Q1 		$2.37M Buy
5,213
+749
+17% +$335K 0.79% 17
2021
Q4 		$1.68M Sell
4,464
-1,016
-19% -$468K 0.78% 20
2021
Q3 		$2.36M Buy
5,480
+506
+10% +$224K 0.87% 17
2021
Q2 		$2.14M Buy
4,974
+152
+3% +$63.7K 0.91% 18
2021
Q1 		$1.92M Buy
4,822
+358
+8% +$139K 0.81% 21
2020
Q4 		$1.68M Buy
+4,464
New +$1.59M 0.78% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Hemington Wealth Management's IVV Position: Q3 2025 in Review

Hemington Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.8% in Q3 2025, selling an estimated $34.8K and leaving 6,679 shares worth $4.47M. The position accounts for 0.58% of the portfolio, ranked #23.

Hemington Wealth Management first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Hemington Wealth Management held 6,679 shares of iShares Core S&P 500 ETF worth $4.47M as of Q3 2025.
  • Hemington Wealth Management sold 54 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $34.8K.
  • iShares Core S&P 500 ETF made up 0.58% of Hemington Wealth Management's portfolio in Q3 2025, its #23 holding.
  • Hemington Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.