First County Bank
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
Q3 		$4.78M Hold
6,243
– – 2.21% 6
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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First County Bank's IVV Position: Q3 2026 in Review

First County Bank held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 6,243 shares worth $4.78M. The position accounts for 2.21% of the portfolio, ranked #6.

First County Bank first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • First County Bank held 6,243 shares of iShares Core S&P 500 ETF worth $4.78M as of Q3 2026.
  • First County Bank left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 2.21% of First County Bank's portfolio in Q3 2026, its #6 holding.
  • First County Bank first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.