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

Crews 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
Q2 		$646K Buy
862
+100
+13% +$72.8K 0.08% 132
2026
Q1 		$498K Sell
762
-10
-1% -$6.83K 0.07% 148
2025
Q4 		$529K Sell
772
-68
-8% -$46.2K 0.08% 147
2025
Q3 		$562K Sell
840
-40
-5% -$25.8K 0.08% 136
2025
Q2 		$546K Sell
880
-23
-3% -$13.2K 0.09% 127
2025
Q1 		$507K Sell
903
-105
-10% -$62K 0.09% 134
2024
Q4 		$593K Buy
+1,008
New +$597K 0.1% 115

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

Crews Bank & Trust's IVV Position: Q2 2026 in Review

Crews Bank & Trust increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $72.8K and bringing the position to 862 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #132.

Crews Bank & Trust first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Crews Bank & Trust held 862 shares of iShares Core S&P 500 ETF worth $646K as of Q2 2026.
  • Crews Bank & Trust bought 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P 500 ETF made up 0.08% of Crews Bank & Trust's portfolio in Q2 2026, its #132 holding.
  • Crews Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.