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

Berkshire 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 		$4.5M Sell
6,012
-1,920
-24% -$1.4M 0.87% 28
2026
Q1 		$5.18M Buy
7,932
+332
+4% +$227K 1.06% 23
2025
Q4 		$5.21M Sell
7,600
-3,240
-30% -$2.2M 1.06% 20
2025
Q3 		$7.26M Buy
10,840
+1,437
+15% +$925K 1.56% 14
2025
Q2 		$5.84M Buy
9,403
+891
+10% +$512K 1.33% 16
2025
Q1 		$4.78M Sell
8,512
-636
-7% -$376K 1.17% 20
2024
Q4 		$5.39M Sell
9,148
-177
-2% -$105K 1.25% 19
2024
Q3 		$5.38M Sell
9,325
-173
-2% -$96.2K 1.26% 18
2024
Q2 		$5.2M Sell
9,498
-250
-3% -$131K 1.31% 16
2024
Q1 		$5.12M Buy
9,748
+429
+5% +$215K 1.27% 17
2023
Q4 		$4.45M Buy
9,319
+1,207
+15% +$540K 1.18% 20
2023
Q3 		$3.48M Sell
8,112
-1,828
-18% -$818K 1% 27
2023
Q2 		$4.43M Sell
9,940
-437
-4% -$184K 1.22% 17
2023
Q1 		$4.27M Sell
10,377
-1,087
-9% -$436K 1.27% 18
2022
Q4 		$4.4M Sell
11,464
-1,007
-8% -$389K 1.35% 15
2022
Q3 		$4.47M Sell
12,471
-728
-6% -$291K 1.37% 17
2022
Q2 		$5M Sell
13,199
-4,726
-26% -$1.94M 1.46% 17
2022
Q1 		$8.13M Buy
17,925
+6,693
+60% +$2.99M 1.93% 11
2021
Q4 		$5.36M Buy
11,232
+8,355
+290% +$3.85M 1.19% 21
2021
Q3 		$1.24M Buy
2,877
+930
+48% +$412K 0.3% 62
2021
Q2 		$837K Buy
1,947
+304
+19% +$127K 0.2% 79
2021
Q1 		$654K Buy
1,643
+146
+10% +$56.5K 0.16% 88
2020
Q4 		$562K Sell
1,497
-322
-18% -$115K 0.14% 91
2020
Q3 		$611K Buy
+1,819
New +$605K 0.16% 86

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Berkshire Bank's IVV Position: Q2 2026 in Review

Berkshire Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, selling an estimated $1.4M and leaving 6,012 shares worth $4.5M. The position accounts for 0.87% of the portfolio, ranked #28.

Berkshire Bank first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.13M in Q1 2022. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Berkshire Bank held 6,012 shares of iShares Core S&P 500 ETF worth $4.5M as of Q2 2026.
  • Berkshire Bank sold 1,920 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Core S&P 500 ETF made up 0.87% of Berkshire Bank's portfolio in Q2 2026, its #28 holding.
  • Berkshire Bank first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's iShares Core S&P 500 ETF position peaked at $8.13M in Q1 2022.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.