BankPlus Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BankPlus Wealth 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
2026 Q3	$63.9M	Buy	83,427 +1,284	+2%	+$980K	27.95%	1
2026 Q2	$61.5M	Buy	82,143 +1,139	+1%	+$829K	27.69%	1
2026 Q1	$52.9M	Buy	81,004 +4,538	+6%	+$3.1M	27.35%	1
2025 Q4	$52.4M	Buy	76,466 +1,903	+3%	+$1.29M	28.91%	1
2025 Q3	$49.9M	Buy	74,563 +1,514	+2%	+$975K	29.4%	1
2025 Q2	$45.4M	Sell	73,049 -2,240	-3%	-$1.29M	30.09%	1
2025 Q1	$42.3M	Buy	75,289 +17,244	+30%	+$10.2M	31.07%	1
2024 Q4	$34.2M	Buy	+58,045	New	+$34.4M	25.47%	1

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

BankPlus Wealth Management's IVV Position: Q3 2026 in Review

BankPlus Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q3 2026, buying an estimated $980K and bringing the position to 83,427 shares worth $63.9M. The position accounts for 27.95% of the portfolio, ranked #1.

BankPlus Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,092 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

BankPlus Wealth Management held 83,427 shares of iShares Core S&P 500 ETF worth $63.9M as of Q3 2026.
BankPlus Wealth Management bought 1,284 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $980K.
iShares Core S&P 500 ETF made up 27.95% of BankPlus Wealth Management's portfolio in Q3 2026, its #1 holding.
BankPlus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.