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

Emprise 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
2026 Q2	$523K	Hold	699	–	–	0.19%	66
2026 Q1	$457K	Hold	699	–	–	0.18%	69
2025 Q4	$479K	Hold	699	–	–	0.2%	67
2025 Q3	$468K	Hold	699	–	–	0.2%	66
2025 Q2	$434K	Sell	699 -115	-14%	-$66K	0.21%	66
2025 Q1	$457K	Sell	814 -30	-4%	-$17.7K	0.24%	64
2024 Q4	$497K	Buy	+844	New	+$500K	0.28%	62
2024 Q3	–	Sell	-1,417	Closed	-$775K	–	102
2024 Q2	$775K	Buy	+1,417	New	+$745K	0.48%	48

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Emprise Bank's IVV Position: Q2 2026 in Review

Emprise Bank held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 699 shares worth $523K. The position accounts for 0.19% of the portfolio, ranked #66.

Emprise Bank first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $775K in Q2 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Emprise Bank held 699 shares of iShares Core S&P 500 ETF worth $523K as of Q2 2026.
Emprise Bank left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.19% of Emprise Bank's portfolio in Q2 2026, its #66 holding.
Emprise Bank first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Emprise Bank's iShares Core S&P 500 ETF position peaked at $775K in Q2 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.