BTD
IVV icon

BankPlus Trust Department’s iShares Core S&P 500 ETF IVV Stock Holding History

BankPlus Trust Department’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 		$101M Buy
134,984
+107
+0.1% +$77.9K 23.65% 1
2026
Q1 		$88.1M Buy
134,877
+301
+0.2% +$206K 23.54% 1
2025
Q4 		$92.2M Buy
134,576
+1,349
+1% +$916K 24.11% 1
2025
Q3 		$89.2M Buy
133,227
+446
+0.3% +$287K 23.87% 1
2025
Q2 		$82.4M Buy
132,781
+1,882
+1% +$1.08M 24.41% 1
2025
Q1 		$73.6M Buy
130,899
+1,620
+1% +$957K 24.54% 1
2024
Q4 		$76.1M Buy
+129,279
New +$76.5M 24.97% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

BankPlus Trust Department's IVV Position: Q2 2026 in Review

BankPlus Trust Department increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $77.9K and bringing the position to 134,984 shares worth $101M. The position accounts for 23.65% of the portfolio, ranked #1.

BankPlus Trust Department first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,872 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BankPlus Trust Department held 134,984 shares of iShares Core S&P 500 ETF worth $101M as of Q2 2026.
  • BankPlus Trust Department bought 107 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Core S&P 500 ETF made up 23.65% of BankPlus Trust Department's portfolio in Q2 2026, its #1 holding.
  • BankPlus Trust Department first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,872 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.