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Community Financial Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Community Financial Services Group’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 		$917K Buy
1,224
+22
+2% +$16K 0.13% 72
2026
Q1 		$791K Sell
1,202
-7
-0.6% -$4.78K 0.14% 67
2025
Q4 		$828K Sell
1,209
-44
-4% -$29.9K 0.15% 66
2025
Q3 		$839K Sell
1,253
-234
-16% -$151K 0.15% 68
2025
Q2 		$923K Sell
1,487
-408
-22% -$234K 0.18% 66
2025
Q1 		$1.06M Sell
1,895
-3,416
-64% -$2.02M 0.23% 65
2024
Q4 		$3.13M Sell
5,311
-10,576
-67% -$6.26M 0.62% 50
2024
Q3 		$9.16M Sell
15,887
-520
-3% -$289K 1.88% 13
2024
Q2 		$8.98M Buy
16,407
+163
+1% +$85.7K 1.93% 11
2024
Q1 		$8.54M Buy
+16,244
New +$8.13M 1.95% 10

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Community Financial Services Group's IVV Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $16K and bringing the position to 1,224 shares worth $917K. The position accounts for 0.13% of the portfolio, ranked #72.

Community Financial Services Group first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.16M in Q3 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Community Financial Services Group held 1,224 shares of iShares Core S&P 500 ETF worth $917K as of Q2 2026.
  • Community Financial Services Group bought 22 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16K.
  • iShares Core S&P 500 ETF made up 0.13% of Community Financial Services Group's portfolio in Q2 2026, its #72 holding.
  • Community Financial Services Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Community Financial Services Group's iShares Core S&P 500 ETF position peaked at $9.16M in Q3 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.