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

Hemming & 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
2026
Q2 		$23.4M Sell
31,260
-508
-2% -$370K 14.25% 3
2026
Q1 		$20.8M Buy
31,768
+4,540
+17% +$3.1M 14.49% 3
2025
Q4 		$18.6M Buy
+27,228
New +$18.5M 12.76% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hemming & Wealth Management's IVV Position: Q2 2026 in Review

Hemming & Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $370K and leaving 31,260 shares worth $23.4M. The position accounts for 14.25% of the portfolio, ranked #3.

Hemming & Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hemming & Wealth Management held 31,260 shares of iShares Core S&P 500 ETF worth $23.4M as of Q2 2026.
  • Hemming & Wealth Management sold 508 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $370K.
  • iShares Core S&P 500 ETF made up 14.25% of Hemming & Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Hemming & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.