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

CoreFirst Bank & Trust’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
Q1 		$4.14M Buy
6,345
+275
+5% +$188K 2.2% 9
2025
Q4 		$4.16M Sell
6,070
-581
-9% -$395K 2.25% 9
2025
Q3 		$4.45M Sell
6,651
-50
-0.7% -$32.2K 2.41% 8
2025
Q2 		$4.16M Buy
6,701
+154
+2% +$88.4K 2.35% 9
2025
Q1 		$3.68M Buy
6,547
+332
+5% +$196K 2.37% 8
2024
Q4 		$3.66M Sell
6,215
-721
-10% -$427K 2.17% 10
2024
Q3 		$4M Buy
6,936
+10
+0.1% +$5.56K 2.31% 8
2024
Q2 		$3.79M Buy
6,926
+380
+6% +$200K 2.55% 9
2024
Q1 		$3.44M Buy
6,546
+1,764
+37% +$883K 2.15% 9
2023
Q4 		$2.28M Buy
4,782
+3,128
+189% +$1.4M 1.52% 14
2023
Q3 		$710K Buy
1,654
+777
+89% +$348K 0.5% 52
2023
Q2 		$391K Buy
877
+695
+382% +$293K 0.28% 87
2023
Q1 		$74.8K Hold
182
– – 0.05% 190
2022
Q4 		$69.9K Hold
182
– – 0.05% 209
2022
Q3 		$65K Hold
182
– – 0.06% 193
2022
Q2 		$69K Sell
182
-139
-43% -$57.2K 0.05% 186
2022
Q1 		$146K Hold
321
– – 0.1% 152
2021
Q4 		$153K Hold
321
– – 0.1% 152
2021
Q3 		$138K Hold
321
– – 0.1% 158
2021
Q2 		$138K Buy
321
+259
+418% +$108K 0.09% 158
2021
Q1 		$25K Hold
62
– – 0.02% 321
2020
Q4 		$23K Buy
+62
New +$22.1K 0.02% 293

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CoreFirst Bank & Trust's IVV Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q1 2026, buying an estimated $188K and bringing the position to 6,345 shares worth $4.14M. The position accounts for 2.2% of the portfolio, ranked #9.

CoreFirst Bank & Trust first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.45M in Q3 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • CoreFirst Bank & Trust held 6,345 shares of iShares Core S&P 500 ETF worth $4.14M as of Q1 2026.
  • CoreFirst Bank & Trust bought 275 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $188K.
  • iShares Core S&P 500 ETF made up 2.2% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #9 holding.
  • CoreFirst Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's iShares Core S&P 500 ETF position peaked at $4.45M in Q3 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.