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

Bank & Trust Company’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 		$249K Hold
333
– – 0.16% 94
2026
Q1 		$218K Hold
333
– – 0.15% 97
2025
Q4 		$228K Buy
+333
New +$226K 0.16% 89

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Commonwealth Equity Services
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AG
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Envestnet Portfolio Solutions
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

Bank & Trust Company's IVV Position: Q2 2026 in Review

Bank & Trust Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 333 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #94.

Bank & Trust Company first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bank & Trust Company held 333 shares of iShares Core S&P 500 ETF worth $249K as of Q2 2026.
  • Bank & Trust Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.16% of Bank & Trust Company's portfolio in Q2 2026, its #94 holding.
  • Bank & Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.