Fidelity D&D Bancorp’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$289K Buy
443
+89
+25% +$60.8K 0.12% 76
2025
Q4
$242K Hold
354
0.1% 87
2025
Q3
$237K Hold
354
0.13% 85
2025
Q2
$220K Buy
+354
New +$203K 0.13% 92
2025
Q1
Sell
-354
Closed -$208K 108
2024
Q4
$208K Buy
+354
New +$210K 0.14% 107

Other funds holding IVV

Fidelity D&D Bancorp's IVV Position: Q1 2026 in Review

Fidelity D&D Bancorp increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q1 2026, buying an estimated $60.8K and bringing the position to 443 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #76.

Fidelity D&D Bancorp first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Fidelity D&D Bancorp held 443 shares of iShares Core S&P 500 ETF worth $289K as of Q1 2026.
  • Fidelity D&D Bancorp bought 89 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $60.8K.
  • iShares Core S&P 500 ETF made up 0.12% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #76 holding.
  • Fidelity D&D Bancorp first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.