American State Bank (Iowa)’s iShares Core S&P 500 ETF IVV Stock Holding History

American State Bank (Iowa)’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	$444K	Buy	593 +67	+13%	+$48.8K	0.18%	100
2026 Q1	$344K	Hold	526	–	–	0.17%	114
2025 Q4	$360K	Hold	526	–	–	0.17%	111
2025 Q3	$352K	Hold	526	–	–	0.18%	109
2025 Q2	$327K	Buy	+526	New	+$302K	0.18%	109
2024 Q1	–	Sell	-46	Closed	-$22K	–	214
2023 Q4	$22K	Hold	46	–	–	0.01%	244
2023 Q3	$19.8K	Hold	46	–	–	0.01%	239
2023 Q2	$20.5K	Hold	46	–	–	0.01%	239
2023 Q1	$18.9K	Hold	46	–	–	0.01%	243
2022 Q4	$17.7K	Hold	46	–	–	0.01%	243
2022 Q3	$16.5K	Hold	46	–	–	0.01%	241
2022 Q2	$17.4K	Hold	46	–	–	0.01%	236
2022 Q1	$20.9K	Hold	46	–	–	0.01%	233
2021 Q4	$21.9K	Hold	46	–	–	0.02%	231
2021 Q3	$19.8K	Hold	46	–	–	0.02%	232
2021 Q2	$19.8K	Hold	46	–	–	0.02%	234
2021 Q1	$18.3K	Hold	46	–	–	0.02%	233
2020 Q4	$17.3K	Buy	+46	New	+$16.4K	0.02%	225

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

American State Bank (Iowa)'s IVV Position: Q2 2026 in Review

American State Bank (Iowa) increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $48.8K and bringing the position to 593 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #100.

American State Bank (Iowa) first reported a position in IVV in Q4 2020 and has held it in 18 quarters since. 1,382 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

American State Bank (Iowa) held 593 shares of iShares Core S&P 500 ETF worth $444K as of Q2 2026.
American State Bank (Iowa) bought 67 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.8K.
iShares Core S&P 500 ETF made up 0.18% of American State Bank (Iowa)'s portfolio in Q2 2026, its #100 holding.
American State Bank (Iowa) first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
1,382 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.