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BancFirst Trust & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BancFirst Trust & Investment Management’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
2025
Q4 		– Sell
-593
Closed -$395K – 40
2025
Q3 		$395K Buy
+593
New +$382K 0.15% 28
2024
Q4 		– Sell
-409
Closed -$235K – 56
2024
Q3 		$235K Sell
409
-323
-44% -$180K 0.08% 47
2024
Q2 		$402K Buy
+732
New +$385K 0.19% 36
2022
Q4 		– Sell
-603
Closed -$220K – 46
2022
Q3 		$220K Buy
+603
New +$241K 0.13% 42

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

BancFirst Trust & Investment Management's IVV Position: Q4 2025 in Review

BancFirst Trust & Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 593 shares — an estimated $395K sold.

BancFirst Trust & Investment Management first reported a position in IVV in Q3 2022 and held it in 4 quarters. The position peaked at $402K in Q2 2024. 4,000 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • BancFirst Trust & Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • BancFirst Trust & Investment Management sold 593 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $395K.
  • BancFirst Trust & Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 4 quarters.
  • BancFirst Trust & Investment Management's iShares Core S&P 500 ETF position peaked at $402K in Q2 2024.
  • 4,000 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on BancFirst Trust & Investment Management's 13F filing for Q4 2025, filed 5 Jan 2026.