First National Bank of Mount Dora’s iShares Core S&P 500 ETF IVV Stock Holding History

First National Bank of Mount Dora’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	$906K	Hold	1,210	–	–	0.18%	78
2026 Q1	$790K	Sell	1,210 -89	-7%	-$60.8K	0.17%	81
2025 Q4	$890K	Buy	1,299 +30	+2%	+$20.4K	0.19%	72
2025 Q3	$849K	Hold	1,269	–	–	0.19%	74
2025 Q2	$788K	Hold	1,269	–	–	0.18%	76
2025 Q1	$713K	Hold	1,269	–	–	0.17%	81
2024 Q4	$747K	Hold	1,269	–	–	0.17%	84
2024 Q3	$732K	Hold	1,269	–	–	0.17%	85
2024 Q2	$694K	Buy	1,269 +193	+18%	+$101K	0.17%	89
2024 Q1	$566K	Hold	1,076	–	–	0.14%	93
2023 Q4	$514K	Hold	1,076	–	–	0.14%	86
2023 Q3	$462K	Hold	1,076	–	–	0.14%	88
2023 Q2	$480K	Buy	1,076 +59	+6%	+$24.9K	0.14%	89
2023 Q1	$418K	Hold	1,017	–	–	0.13%	91
2022 Q4	$391K	Hold	1,017	–	–	0.13%	95
2022 Q3	$365K	Sell	1,017 -98	-9%	-$39.1K	0.13%	92
2022 Q2	$423K	Buy	1,115 +350	+46%	+$144K	0.15%	86
2022 Q1	$347K	Sell	765 -30	-4%	-$13.4K	0.1%	103
2021 Q4	$379K	Buy	795 +30	+4%	+$13.8K	0.11%	96
2021 Q3	$330K	Sell	765 -34	-4%	-$15.1K	0.11%	97
2021 Q2	$344K	Hold	799	–	–	0.11%	93
2021 Q1	$318K	Hold	799	–	–	0.11%	96
2020 Q4	$300K	Buy	+799	New	+$284K	0.11%	83

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

First National Bank of Mount Dora's IVV Position: Q2 2026 in Review

First National Bank of Mount Dora held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,210 shares worth $906K. The position accounts for 0.18% of the portfolio, ranked #78.

First National Bank of Mount Dora first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,026 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

First National Bank of Mount Dora held 1,210 shares of iShares Core S&P 500 ETF worth $906K as of Q2 2026.
First National Bank of Mount Dora left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.18% of First National Bank of Mount Dora's portfolio in Q2 2026, its #78 holding.
First National Bank of Mount Dora first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
2,026 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.