City National Bank of Florida’s iShares Core S&P 500 ETF IVV Stock Holding History

City National Bank of Florida’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	$54M	Buy	72,145 +6,251	+9%	+$4.55M	22.65%	1
2026 Q1	$43M	Buy	65,894 +7,962	+14%	+$5.44M	25.66%	1
2025 Q4	$39.7M	Sell	57,932 -1,673	-3%	-$1.14M	25.91%	1
2025 Q3	$39.9M	Buy	59,605 +2,790	+5%	+$1.8M	26.33%	1
2025 Q2	$35.3M	Buy	56,815 +6,462	+13%	+$3.71M	25.68%	1
2025 Q1	$28.3M	Buy	50,353 +3,272	+7%	+$1.93M	25.46%	1
2024 Q4	$27.7M	Buy	+47,081	New	+$27.9M	25.27%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

City National Bank of Florida's IVV Position: Q2 2026 in Review

City National Bank of Florida increased its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q2 2026, buying an estimated $4.55M and bringing the position to 72,145 shares worth $54M. The position accounts for 22.65% of the portfolio, ranked #1.

City National Bank of Florida first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 3,253 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

City National Bank of Florida held 72,145 shares of iShares Core S&P 500 ETF worth $54M as of Q2 2026.
City National Bank of Florida bought 6,251 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.55M.
iShares Core S&P 500 ETF made up 22.65% of City National Bank of Florida's portfolio in Q2 2026, its #1 holding.
City National Bank of Florida first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,253 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.