FCB
IVV icon

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

First County 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 		$4.68M Buy
6,243
+8
+0.1% +$5.83K 2.2% 8
2026
Q1 		$4.07M Hold
6,235
– – 2.17% 7
2025
Q4 		$4.27M Sell
6,235
-7
-0.1% -$4.75K 2.24% 7
2025
Q3 		$4.18M Hold
6,242
– – 2.13% 6
2025
Q2 		$3.88M Sell
6,242
-82
-1% -$47.1K 2.08% 6
2025
Q1 		$3.55M Sell
6,324
-166
-3% -$98K 1.96% 7
2024
Q4 		$3.82M Buy
6,490
+35
+0.5% +$20.7K 2.13% 8
2024
Q3 		$3.72M Sell
6,455
-1,344
-17% -$747K 1.84% 11
2024
Q2 		$4.27M Sell
7,799
-710
-8% -$373K 2.19% 10
2024
Q1 		$4.47M Buy
8,509
+351
+4% +$176K 2.19% 7
2023
Q4 		$3.9M Hold
8,158
– – 1.89% 7
2023
Q3 		$3.5M Buy
8,158
+129
+2% +$57.7K 1.82% 7
2023
Q2 		$3.58M Sell
8,029
-1,000
-11% -$421K 1.74% 7
2023
Q1 		$3.71M Sell
9,029
-286
-3% -$115K 1.82% 8
2022
Q4 		$3.58M Buy
+9,315
New +$3.59M 1.72% 11

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

First County Bank's IVV Position: Q2 2026 in Review

First County Bank increased its iShares Core S&P 500 ETF (IVV) stake by 0.13% in Q2 2026, buying an estimated $5.83K and bringing the position to 6,243 shares worth $4.68M. The position accounts for 2.2% of the portfolio, ranked #8.

First County Bank first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,081 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • First County Bank held 6,243 shares of iShares Core S&P 500 ETF worth $4.68M as of Q2 2026.
  • First County Bank bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 2.2% of First County Bank's portfolio in Q2 2026, its #8 holding.
  • First County Bank first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.