First Business Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

First Business Financial Services’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	$6.47M	Buy	8,639 +2,165	+33%	+$1.58M	0.5%	26
2026 Q1	$4.23M	Buy	6,474 +601	+10%	+$410K	0.38%	33
2025 Q4	$4.02M	Hold	5,873	–	–	0.37%	29
2025 Q3	$3.93M	Hold	5,873	–	–	0.36%	28
2025 Q2	$3.65M	Hold	5,873	–	–	0.33%	31
2025 Q1	$3.3M	Hold	5,873	–	–	0.32%	33
2024 Q4	$3.46M	Hold	5,873	–	–	0.34%	27
2024 Q3	$3.39M	Hold	5,873	–	–	0.34%	24
2024 Q2	$3.21M	Hold	5,873	–	–	0.34%	22
2024 Q1	$3.09M	Hold	5,873	–	–	0.33%	22
2023 Q4	$2.81M	Sell	5,873 -483	-8%	-$216K	0.33%	22
2023 Q3	$2.73M	Buy	6,356 +147	+2%	+$65.8K	0.35%	21
2023 Q2	$2.77M	Buy	6,209 +423	+7%	+$178K	0.34%	20
2023 Q1	$2.38M	Hold	5,786	–	–	0.3%	22
2022 Q4	$2.22M	Hold	5,786	–	–	0.3%	24
2022 Q3	$2.08M	Buy	5,786 +195	+3%	+$77.9K	0.3%	19
2022 Q2	$2.12M	Hold	5,591	–	–	0.29%	21
2022 Q1	$2.54M	Buy	5,591 +75	+1%	+$33.5K	0.28%	19
2021 Q4	$2.63M	Buy	5,516 +311	+6%	+$143K	0.28%	19
2021 Q3	$2.24M	Buy	5,205 +2,051	+65%	+$909K	0.26%	21
2021 Q2	$1.36M	Hold	3,154	–	–	0.16%	40
2021 Q1	$1.25M	Sell	3,154 -158	-5%	-$61.2K	0.17%	34
2020 Q4	$1.24M	Buy	3,312 +62	+2%	+$22.1K	0.18%	28
2020 Q3	$1.09M	Hold	3,250	–	–	0.18%	32
2020 Q2	$1.01M	Hold	3,250	–	–	0.18%	33
2020 Q1	$840K	Sell	3,250 -80	-2%	-$24.5K	0.17%	27
2019 Q4	$1.08M	Hold	3,330	–	–	0.17%	31
2019 Q3	$994K	Sell	3,330 -500	-13%	-$149K	0.17%	28
2019 Q2	$1.13M	Buy	3,830 +80	+2%	+$23.2K	0.2%	23
2019 Q1	$1.07M	Hold	3,750	–	–	0.19%	23
2018 Q4	$944K	Buy	+3,750	New	+$1.02M	0.16%	35
2014 Q4	–	Sell	-1,427	Closed	-$283K	–	76
2014 Q3	$283K	Buy	+1,427	New	+$284K	0.1%	50

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

First Business Financial Services's IVV Position: Q2 2026 in Review

First Business Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, buying an estimated $1.58M and bringing the position to 8,639 shares worth $6.47M. The position accounts for 0.5% of the portfolio, ranked #26.

First Business Financial Services first reported a position in IVV in Q3 2014 and has held it in 32 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

First Business Financial Services held 8,639 shares of iShares Core S&P 500 ETF worth $6.47M as of Q2 2026.
First Business Financial Services bought 2,165 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.58M.
iShares Core S&P 500 ETF made up 0.5% of First Business Financial Services's portfolio in Q2 2026, its #26 holding.
First Business Financial Services first reported a position in iShares Core S&P 500 ETF in Q3 2014 and has held it in 32 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.