Citizens & Northern Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Citizens & Northern Corp’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	$303K	Hold	405	–	–	0.07%	103
2026 Q1	$265K	Sell	405 -145	-26%	-$99K	0.07%	109
2025 Q4	$377K	Buy	550 +38	+7%	+$25.8K	0.09%	105
2025 Q3	$343K	Hold	512	–	–	0.08%	105
2025 Q2	$318K	Sell	512 -27	-5%	-$15.5K	0.09%	105
2025 Q1	$303K	Sell	539 -46	-8%	-$27.2K	0.09%	104
2024 Q4	$344K	Buy	585 +100	+21%	+$59.2K	0.09%	106
2024 Q3	$280K	Hold	485	–	–	0.08%	110
2024 Q2	$265K	Sell	485 -184	-28%	-$96.8K	0.08%	108
2024 Q1	$352K	Hold	669	–	–	0.12%	93
2023 Q4	$320K	Sell	669 -107	-14%	-$47.9K	0.11%	99
2023 Q3	$333K	Hold	776	–	–	0.13%	85
2023 Q2	$346K	Sell	776 -39	-5%	-$16.4K	0.13%	86
2023 Q1	$335K	Hold	815	–	–	0.13%	84
2022 Q4	$313K	Hold	815	–	–	0.13%	86
2022 Q3	$292K	Hold	815	–	–	0.14%	82
2022 Q2	$309K	Hold	815	–	–	0.13%	87
2022 Q1	$370K	Sell	815 -152	-16%	-$68K	0.14%	83
2021 Q4	$461K	Sell	967 -33	-3%	-$15.2K	0.17%	80
2021 Q3	$431K	Sell	1,000 -810	-45%	-$359K	0.17%	82
2021 Q2	$778K	Sell	1,810 -127	-7%	-$53.2K	0.29%	73
2021 Q1	$771K	Sell	1,937 -5,389	-74%	-$2.09M	0.31%	70
2020 Q4	$2.75M	Sell	7,326 -13	-0.2%	-$4.63K	1.21%	16
2020 Q3	$2.47M	Sell	7,339 -160	-2%	-$53.2K	1.31%	18
2020 Q2	$2.32M	Sell	7,499 -4,405	-37%	-$1.29M	1.13%	22
2020 Q1	$3.08M	Buy	11,904 +10,975	+1,181%	+$3.36M	1.94%	11
2019 Q4	$300K	Hold	929	–	–	0.15%	93
2019 Q3	$277K	Hold	929	–	–	0.15%	90
2019 Q2	$274K	Sell	929 -25	-3%	-$7.25K	0.15%	89
2019 Q1	$271K	Sell	954 -530	-36%	-$145K	0.15%	86
2018 Q4	$373K	Buy	1,484 +20	+1%	+$5.43K	0.26%	87
2018 Q3	$429K	Hold	1,464	–	–	0.29%	78
2018 Q2	$400K	Sell	1,464 -300	-17%	-$81.6K	0.28%	76
2018 Q1	$468K	Sell	1,764 -500	-22%	-$138K	0.35%	74
2017 Q4	$609K	Hold	2,264	–	–	0.43%	70
2017 Q3	$573K	Hold	2,264	–	–	0.44%	70
2017 Q2	$551K	Sell	2,264 -52	-2%	-$12.5K	0.43%	69
2017 Q1	$550K	Sell	2,316 -2,895	-56%	-$677K	0.44%	66
2016 Q4	$1.17M	Sell	5,211 -66	-1%	-$14.5K	0.89%	43
2016 Q3	$1.15M	Sell	5,277 -3,477	-40%	-$756K	0.9%	46
2016 Q2	$1.84M	Sell	8,754 -439	-5%	-$91.6K	1.44%	18
2016 Q1	$1.9M	Sell	9,193 -9,637	-51%	-$1.89M	1.5%	17
2015 Q4	$3.86M	Sell	18,830 -512	-3%	-$106K	3.15%	3
2015 Q3	$3.73M	Buy	19,342 +16,717	+637%	+$3.41M	2.91%	3
2015 Q2	$544K	Sell	2,625 -2,038	-44%	-$431K	0.42%	88
2015 Q1	$969K	Sell	4,663 -1,104	-19%	-$229K	0.73%	51
2014 Q4	$1.19M	Buy	5,767 +4,633	+409%	+$938K	0.9%	37
2014 Q3	$225K	Sell	1,134 -111	-9%	-$22.1K	0.18%	74
2014 Q2	$245K	Sell	1,245 -2,581	-67%	-$494K	0.2%	73
2014 Q1	$720K	Sell	3,826 -1,105	-22%	-$204K	0.56%	60
2013 Q4	$915K	Buy	+4,931	New	+$878K	0.69%	59

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Citizens & Northern Corp's IVV Position: Q2 2026 in Review

Citizens & Northern Corp held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 405 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #103.

Citizens & Northern Corp first reported a position in IVV in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.86M in Q4 2015. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Citizens & Northern Corp held 405 shares of iShares Core S&P 500 ETF worth $303K as of Q2 2026.
Citizens & Northern Corp left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Citizens & Northern Corp's portfolio in Q2 2026, its #103 holding.
Citizens & Northern Corp first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 51 quarters since.
Citizens & Northern Corp's iShares Core S&P 500 ETF position peaked at $3.86M in Q4 2015.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Citizens & Northern Corp's 13F filing for Q2 2026, filed 17 Jul 2026.