Bank of New Hampshire’s iShares Core S&P 500 ETF IVV Stock Holding History

Bank of New Hampshire’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	$23.3M	Buy	31,088 +2,729	+10%	+$1.99M	4.86%	1
2026 Q1	$18.5M	Buy	28,359 +1,196	+4%	+$817K	4.24%	1
2025 Q4	$18.6M	Buy	27,163 +1,716	+7%	+$1.17M	4.18%	3
2025 Q3	$17M	Buy	25,447 +4,150	+19%	+$2.67M	3.92%	3
2025 Q2	$13.2M	Sell	21,297 -269	-1%	-$154K	3.29%	4
2025 Q1	$12.1M	Buy	21,566 +448	+2%	+$265K	3.17%	4
2024 Q4	$12.4M	Sell	21,118 -702	-3%	-$416K	3.2%	3
2024 Q3	$12.6M	Sell	21,820 -1,349	-6%	-$750K	3.16%	3
2024 Q2	$12.7M	Buy	23,169 +279	+1%	+$147K	3.3%	3
2024 Q1	$12M	Buy	22,890 +4,136	+22%	+$2.07M	3.16%	3
2023 Q4	$8.96M	Buy	18,754 +45	+0.2%	+$20.1K	2.54%	6
2023 Q3	$8.03M	Buy	18,709 +962	+5%	+$430K	2.41%	6
2023 Q2	$7.91M	Buy	17,747 +886	+5%	+$373K	2.26%	6
2023 Q1	$6.93M	Buy	16,861 +656	+4%	+$263K	2.08%	7
2022 Q4	$6.23M	Sell	16,205 -1,582	-9%	-$611K	1.88%	7
2022 Q3	$6.38M	Buy	17,787 +4,065	+30%	+$1.62M	1.99%	6
2022 Q2	$5.2M	Buy	13,722 +835	+6%	+$343K	1.51%	17
2022 Q1	$5.85M	Sell	12,887 -1,621	-11%	-$725K	1.42%	17
2021 Q4	$6.92M	Buy	14,508 +363	+3%	+$167K	1.68%	14
2021 Q3	$6.08M	Hold	14,145	–	–	1.63%	15
2021 Q2	$6.08M	Buy	+14,145	New	+$5.93M	1.63%	15

Other funds holding IVV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of New Hampshire's IVV Position: Q2 2026 in Review

Bank of New Hampshire increased its iShares Core S&P 500 ETF (IVV) stake by 9.6% in Q2 2026, buying an estimated $1.99M and bringing the position to 31,088 shares worth $23.3M. The position accounts for 4.86% of the portfolio, ranked #1.

Bank of New Hampshire first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 2,748 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bank of New Hampshire held 31,088 shares of iShares Core S&P 500 ETF worth $23.3M as of Q2 2026.
Bank of New Hampshire bought 2,729 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.99M.
iShares Core S&P 500 ETF made up 4.86% of Bank of New Hampshire's portfolio in Q2 2026, its #1 holding.
Bank of New Hampshire first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
2,748 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.