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American National Bank & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

American National Bank & 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
Q2 		$13.1M Sell
17,451
-28
-0.2% -$20.4K 1.12% 28
2026
Q1 		$11.4M Sell
17,479
-165
-0.9% -$113K 1.09% 32
2025
Q4 		$12.1M Sell
17,644
-27
-0.2% -$18.3K 1.14% 26
2025
Q3 		$11.8M Buy
17,671
+215
+1% +$138K 1.17% 27
2025
Q2 		$10.8M Buy
17,456
+173
+1% +$99.3K 1.11% 30
2025
Q1 		$9.71M Sell
17,283
-169
-1% -$99.8K 1.08% 34
2024
Q4 		$10.3M Sell
17,452
-800
-4% -$474K 1.15% 27
2024
Q3 		$10.5M Sell
18,252
-563
-3% -$313K 1.24% 26
2024
Q2 		$10.3M Sell
18,815
-111
-0.6% -$58.4K 1.28% 24
2024
Q1 		$9.95M Buy
18,926
+849
+5% +$425K 1.32% 26
2023
Q4 		$8.63M Buy
18,077
+787
+5% +$352K 1.36% 24
2023
Q3 		$7.42M Buy
17,290
+16,573
+2,311% +$7.41M 1.26% 27
2023
Q2 		$320K Hold
717
– – 0.05% 134
2023
Q1 		$295K Sell
717
-61
-8% -$24.5K 0.05% 139
2022
Q4 		$299K Buy
778
+87
+13% +$33.6K 0.06% 123
2022
Q3 		$248K Hold
691
– – 0.06% 112
2022
Q2 		$262K Hold
691
– – 0.06% 104
2022
Q1 		$313K Sell
691
-48
-6% -$21.5K 0.06% 105
2021
Q4 		$352K Hold
739
– – 0.07% 99
2021
Q3 		$318K Sell
739
-8
-1% -$3.54K 0.07% 92
2021
Q2 		$321K Sell
747
-4
-0.5% -$1.68K 0.07% 91
2021
Q1 		$299K Hold
751
– – 0.07% 92
2020
Q4 		$282K Sell
751
-23
-3% -$8.19K 0.07% 84
2020
Q3 		$260K Hold
774
– – 0.07% 84
2020
Q2 		$240K Hold
774
– – 0.08% 82
2020
Q1 		$200K Hold
774
– – 0.08% 91
2019
Q4 		$250K Sell
774
-11
-1% -$3.4K 0.07% 90
2019
Q3 		$234K Hold
785
– – 0.07% 92
2019
Q2 		$231K Hold
785
– – 0.07% 93
2019
Q1 		$223K Hold
785
– – 0.07% 99
2018
Q4 		$198K Hold
785
– – 0.07% 92
2018
Q3 		$230K Hold
785
– – 0.07% 106
2018
Q2 		$214K Hold
785
– – 0.06% 116
2018
Q1 		$208K Buy
785
+61
+8% +$16.8K 0.06% 118
2017
Q4 		$195K Hold
724
– – 0.06% 113
2017
Q3 		$183K Hold
724
– – 0.05% 108
2017
Q2 		$176K Hold
724
– – 0.06% 109
2017
Q1 		$172K Hold
724
– – 0.05% 106
2016
Q4 		$163K Hold
724
– – 0.05% 105
2016
Q3 		$158K Sell
724
-89
-11% -$19.4K 0.05% 97
2016
Q2 		$171K Hold
813
– – 0.06% 96
2016
Q1 		$168K Sell
813
-42
-5% -$8.24K 0.06% 88
2015
Q4 		$175K Sell
855
-18
-2% -$3.72K 0.07% 85
2015
Q3 		$168K Buy
873
+88
+11% +$18K 0.07% 89
2015
Q2 		$163K Hold
785
– – 0.07% 86
2015
Q1 		$163K Buy
785
+93
+13% +$19.3K 0.06% 87
2014
Q4 		$143K Sell
692
-16
-2% -$3.24K 0.05% 95
2014
Q3 		$140K Buy
+708
New +$141K 0.05% 90

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

American National Bank & Trust's IVV Position: Q2 2026 in Review

American National Bank & Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, selling an estimated $20.4K and leaving 17,451 shares worth $13.1M. The position accounts for 1.12% of the portfolio, ranked #28.

American National Bank & Trust first reported a position in IVV in Q3 2014 and has held it in 48 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • American National Bank & Trust held 17,451 shares of iShares Core S&P 500 ETF worth $13.1M as of Q2 2026.
  • American National Bank & Trust sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Core S&P 500 ETF made up 1.12% of American National Bank & Trust's portfolio in Q2 2026, its #28 holding.
  • American National Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q3 2014 and has held it in 48 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.