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

Bell Bank’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 		$1.81M Buy
2,418
+1,844
+321% +$1.34M 0.07% 85
2026
Q1 		$375K Sell
574
-249
-30% -$170K 0.02% 140
2025
Q4 		$564K Sell
823
-44
-5% -$29.9K 0.02% 122
2025
Q3 		$580K Sell
867
-27
-3% -$17.4K 0.03% 129
2025
Q2 		$555K Sell
894
-38
-4% -$21.8K 0.03% 136
2025
Q1 		$524K Sell
932
-55
-6% -$32.5K 0.03% 133
2024
Q4 		$581K Buy
987
+32
+3% +$18.9K 0.04% 130
2024
Q3 		$551K Buy
955
+58
+6% +$32.2K 0.07% 127
2024
Q2 		$491K Buy
897
+226
+34% +$119K 0.04% 141
2024
Q1 		$353K Buy
+671
New +$336K 0.03% 157
2023
Q4 		– Sell
-504
Closed -$216K – 178
2023
Q3 		$216K Hold
504
– – 0.02% 172
2023
Q2 		$225K Sell
504
-872
-63% -$367K 0.02% 172
2023
Q1 		$566K Hold
1,376
– – 0.06% 124
2022
Q4 		$529K Buy
1,376
+174
+14% +$67.1K 0.06% 127
2022
Q3 		$431K Sell
1,202
-2
-0.2% -$799 0.06% 132
2022
Q2 		$456K Buy
1,204
+2
+0.2% +$823 0.05% 139
2022
Q1 		$545K Sell
1,202
-110
-8% -$49.2K 0.06% 122
2021
Q4 		$626K Hold
1,312
– – 0.07% 112
2021
Q3 		$565K Hold
1,312
– – 0.07% 116
2021
Q2 		$564K Hold
1,312
– – 0.07% 116
2021
Q1 		$522K Sell
1,312
-398
-23% -$154K 0.08% 118
2020
Q4 		$642K Buy
+1,710
New +$609K 0.1% 107

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Bell Bank's IVV Position: Q2 2026 in Review

Bell Bank increased its iShares Core S&P 500 ETF (IVV) stake by 321% in Q2 2026, buying an estimated $1.34M and bringing the position to 2,418 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #85.

Bell Bank first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 863 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bell Bank held 2,418 shares of iShares Core S&P 500 ETF worth $1.81M as of Q2 2026.
  • Bell Bank bought 1,844 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.34M.
  • iShares Core S&P 500 ETF made up 0.07% of Bell Bank's portfolio in Q2 2026, its #85 holding.
  • Bell Bank first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.