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Country Club Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Country Club Bank’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
2025
Q3 		$76.5M Buy
114,691
+4,311
+4% +$2.78M 4.53% 3
2025
Q2 		$68.2M Buy
110,380
+1,871
+2% +$1.07M 4.29% 3
2025
Q1 		$60.6M Buy
108,509
+6,412
+6% +$3.79M 4.08% 3
2024
Q4 		$60.3M Buy
102,097
+1,612
+2% +$954K 4.03% 3
2024
Q3 		$57.7M Sell
100,485
-154
-0.2% -$85.6K 3.85% 3
2024
Q2 		$55.3M Buy
100,639
+4,518
+5% +$2.38M 3.84% 3
2024
Q1 		$50.5M Buy
96,121
+7,597
+9% +$3.8M 3.57% 3
2023
Q4 		$42.4M Buy
88,524
+3,470
+4% +$1.55M 3.21% 3
2023
Q3 		$36.6M Buy
85,054
+4,190
+5% +$1.87M 2.98% 3
2023
Q2 		$35.6M Buy
80,864
+3,225
+4% +$1.36M 2.83% 3
2023
Q1 		$31.5M Sell
77,639
-3,707
-5% -$1.49M 2.59% 3
2022
Q4 		$31.3M Buy
81,346
+5,211
+7% +$2.01M 2.72% 3
2022
Q3 		$27.7M Buy
76,135
+4,961
+7% +$1.98M 2.65% 3
2022
Q2 		$27.2M Buy
71,174
+991
+1% +$408K 2.52% 4
2022
Q1 		$32.3M Buy
+70,183
New +$31.4M 2.81% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Country Club Bank's IVV Position: Q3 2025 in Review

Country Club Bank increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q3 2025, buying an estimated $2.78M and bringing the position to 114,691 shares worth $76.5M. The position accounts for 4.53% of the portfolio, ranked #3.

Country Club Bank first reported a position in IVV in Q1 2022 and has held it in 15 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Country Club Bank held 114,691 shares of iShares Core S&P 500 ETF worth $76.5M as of Q3 2025.
  • Country Club Bank bought 4,311 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $2.78M.
  • iShares Core S&P 500 ETF made up 4.53% of Country Club Bank's portfolio in Q3 2025, its #3 holding.
  • Country Club Bank first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.