Colonial Trust’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Colonial Trust's IVV Position: Q1 2026 in Review
Colonial Trust increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $2.42M and bringing the position to 36,589 shares worth $23.9M. The position accounts for 3.25% of the portfolio, ranked #2.
Colonial Trust first reported a position in IVV in Q3 2022 and has held it in 15 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Colonial Trust held 36,589 shares of iShares Core S&P 500 ETF worth $23.9M as of Q1 2026.
- Colonial Trust bought 3,548 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.42M.
- iShares Core S&P 500 ETF made up 3.25% of Colonial Trust's portfolio in Q1 2026, its #2 holding.
- Colonial Trust first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.