American Trust’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
American Trust's IVV Position: Q2 2026 in Review
American Trust increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2026, buying an estimated $374K and bringing the position to 8,858 shares worth $6.63M. The position accounts for 0.51% of the portfolio, ranked #30.
American Trust first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2023. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- American Trust held 8,858 shares of iShares Core S&P 500 ETF worth $6.63M as of Q2 2026.
- American Trust bought 513 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $374K.
- iShares Core S&P 500 ETF made up 0.51% of American Trust's portfolio in Q2 2026, its #30 holding.
- American Trust first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
- American Trust's iShares Core S&P 500 ETF position peaked at $11.6M in Q2 2023.
- 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.