1SB
IVV icon

1ST Source Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

1ST Source Bank’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 		$2.25M Sell
3,452
-74
-2% -$50.5K 0.12% 91
2025
Q4 		$2.42M Sell
3,526
-9
-0.3% -$6.11K 0.13% 87
2025
Q3 		$2.37M Sell
3,535
-187
-5% -$120K 0.12% 88
2025
Q2 		$2.31M Buy
3,722
+600
+19% +$345K 0.13% 88
2025
Q1 		$1.75M Sell
3,122
-254
-8% -$150K 0.1% 98
2024
Q4 		$1.99M Buy
3,376
+120
+4% +$71K 0.11% 92
2024
Q3 		$1.88M Sell
3,256
-208
-6% -$116K 0.11% 97
2024
Q2 		$1.9M Sell
3,464
-362
-9% -$190K 0.11% 95
2024
Q1 		$2.01M Buy
3,826
+1,097
+40% +$549K 0.12% 98
2023
Q4 		$1.3M Sell
2,729
-40
-1% -$17.9K 0.08% 113
2023
Q3 		$1.19M Sell
2,769
-50
-2% -$22.4K 0.08% 114
2023
Q2 		$1.26M Sell
2,819
-24
-0.8% -$10.1K 0.08% 113
2023
Q1 		$1.17M Sell
2,843
-174
-6% -$69.8K 0.08% 121
2022
Q4 		$1.16M Buy
3,017
+163
+6% +$62.9K 0.08% 121
2022
Q3 		$1.02M Sell
2,854
-19
-0.7% -$7.59K 0.07% 126
2022
Q2 		$1.09M Buy
2,873
+394
+16% +$162K 0.08% 126
2022
Q1 		$1.13M Sell
2,479
-24
-1% -$10.7K 0.07% 131
2021
Q4 		$1.19M Buy
2,503
+118
+5% +$54.4K 0.07% 125
2021
Q3 		$1.03M Buy
2,385
+193
+9% +$85.5K 0.06% 130
2021
Q2 		$942K Buy
2,192
+38
+2% +$15.9K 0.06% 137
2021
Q1 		$857K Sell
2,154
-331
-13% -$128K 0.06% 138
2020
Q4 		$933K Sell
2,485
-55
-2% -$19.6K 0.07% 131
2020
Q3 		$854K Buy
2,540
+24
+1% +$7.99K 0.07% 126
2020
Q2 		$779K Sell
2,516
-94
-4% -$27.6K 0.07% 129
2020
Q1 		$674K Buy
2,610
+192
+8% +$58.8K 0.07% 127
2019
Q4 		$782K Buy
2,418
+41
+2% +$12.7K 0.06% 129
2019
Q3 		$710K Sell
2,377
-29
-1% -$8.62K 0.06% 131
2019
Q2 		$709K Buy
2,406
+268
+13% +$77.7K 0.06% 132
2019
Q1 		$608K Hold
2,138
– – 0.05% 142
2018
Q4 		$538K Sell
2,138
-83
-4% -$22.5K 0.05% 140
2018
Q3 		$650K Hold
2,221
– – 0.05% 142
2018
Q2 		$606K Sell
2,221
-31
-1% -$8.43K 0.05% 139
2018
Q1 		$598K Buy
2,252
+26
+1% +$7.15K 0.05% 142
2017
Q4 		$598K Sell
2,226
-69
-3% -$18.1K 0.05% 140
2017
Q3 		$580K Sell
2,295
-54
-2% -$13.4K 0.05% 143
2017
Q2 		$572K Hold
2,349
– – 0.05% 147
2017
Q1 		$557K Buy
2,349
+450
+24% +$105K 0.05% 147
2016
Q4 		$427K Buy
1,899
+74
+4% +$16.3K 0.04% 166
2016
Q3 		$397K Buy
1,825
+9
+0.5% +$1.96K 0.04% 170
2016
Q2 		$382K Sell
1,816
-14
-0.8% -$2.92K 0.04% 167
2016
Q1 		$378K Buy
1,830
+131
+8% +$25.7K 0.04% 165
2015
Q4 		$348K Buy
1,699
+220
+15% +$45.4K 0.04% 173
2015
Q3 		$285K Buy
1,479
+344
+30% +$70.2K 0.03% 208
2015
Q2 		$235K Hold
1,135
– – 0.03% 229
2015
Q1 		$236K Buy
1,135
+75
+7% +$15.6K 0.03% 198
2014
Q4 		$219K Buy
+1,060
New +$215K 0.03% 209
2014
Q3 		– Sell
-1,165
Closed -$230K – 220
2014
Q2 		$230K Sell
1,165
-6
-0.5% -$1.15K 0.03% 202
2014
Q1 		$220K Hold
1,171
– – 0.03% 199
2013
Q4 		$217K Buy
+1,171
New +$208K 0.03% 206

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

1ST Source Bank's IVV Position: Q1 2026 in Review

1ST Source Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2026, selling an estimated $50.5K and leaving 3,452 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #91.

1ST Source Bank first reported a position in IVV in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.42M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • 1ST Source Bank held 3,452 shares of iShares Core S&P 500 ETF worth $2.25M as of Q1 2026.
  • 1ST Source Bank sold 74 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $50.5K.
  • iShares Core S&P 500 ETF made up 0.12% of 1ST Source Bank's portfolio in Q1 2026, its #91 holding.
  • 1ST Source Bank first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 49 quarters since.
  • 1ST Source Bank's iShares Core S&P 500 ETF position peaked at $2.42M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.