Arvest Bank Trust Division’s iShares Core S&P 500 ETF IVV Stock Holding History

Arvest Bank Trust Division’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	$108M	Sell	144,760 -1,073	-0.7%	-$781K	5.28%	3
2026 Q1	$95.3M	Sell	145,833 -5,660	-4%	-$3.86M	5.18%	3
2025 Q4	$104M	Sell	151,493 -4,039	-3%	-$2.74M	5.62%	3
2025 Q3	$104M	Sell	155,532 -5,256	-3%	-$3.39M	5.77%	3
2025 Q2	$99.8M	Sell	160,788 -2,226	-1%	-$1.28M	5.82%	3
2025 Q1	$91.6M	Sell	163,014 -10,326	-6%	-$6.1M	5.79%	3
2024 Q4	$102M	Sell	173,340 -3,497	-2%	-$2.07M	6.15%	3
2024 Q3	$102M	Buy	+176,837	New	+$98.3M	5.88%	3
2021 Q3	$82.9M	Sell	192,492 -146	-0.1%	-$64.7K	4.65%	3
2021 Q2	$82.8M	Buy	192,638 +5,563	+3%	+$2.33M	4.56%	3
2021 Q1	$74.4M	Sell	187,075 -20,308	-10%	-$7.86M	4.33%	4
2020 Q4	$77.8M	Buy	207,383 +6,135	+3%	+$2.18M	4.84%	5
2020 Q3	$67.6M	Sell	201,248 -9,943	-5%	-$3.31M	4.84%	5
2020 Q2	$65.4M	Buy	211,191 +146,121	+225%	+$42.9M	4.84%	4
2020 Q1	$16.8M	Buy	+65,070	New	+$19.9M	1.56%	15

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Arvest Bank Trust Division's IVV Position: Q2 2026 in Review

Arvest Bank Trust Division reduced its iShares Core S&P 500 ETF (IVV) stake by 0.74% in Q2 2026, selling an estimated $781K and leaving 144,760 shares worth $108M. The position accounts for 5.28% of the portfolio, ranked #3.

Arvest Bank Trust Division first reported a position in IVV in Q1 2020 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arvest Bank Trust Division held 144,760 shares of iShares Core S&P 500 ETF worth $108M as of Q2 2026.
Arvest Bank Trust Division sold 1,073 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $781K.
iShares Core S&P 500 ETF made up 5.28% of Arvest Bank Trust Division's portfolio in Q2 2026, its #3 holding.
Arvest Bank Trust Division first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arvest Bank Trust Division's 13F filing for Q2 2026, filed 13 Aug 2026.