First National Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

First National Corp’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
2025 Q3	$3.83M	Hold	5,704	–	–	0.73%	34
2025 Q2	$3.54M	Sell	5,704 -67	-1%	-$38.5K	0.71%	35
2025 Q1	$3.24M	Buy	5,771 +89	+2%	+$52.6K	0.72%	31
2024 Q4	$3.34M	Buy	5,682 +366	+7%	+$217K	0.76%	33
2024 Q3	$3.07M	Buy	5,316 +78	+1%	+$43.4K	0.68%	33
2024 Q2	$2.87M	Buy	5,238 +78	+2%	+$41K	0.68%	35
2024 Q1	$2.46M	Hold	5,160	–	–	0.61%	37
2023 Q4	$2.46M	Buy	5,160 +1,311	+34%	+$587K	0.6%	37
2023 Q3	$1.65M	Buy	3,849 +252	+7%	+$113K	0.44%	53
2023 Q2	$1.6M	Buy	3,597 +9	+0.3%	+$3.79K	0.38%	57
2023 Q1	$1.48M	Buy	3,588 +69	+2%	+$27.7K	0.35%	58
2022 Q4	$1.35M	Sell	3,519 -134	-4%	-$51.7K	0.33%	61
2022 Q3	$1.31M	Buy	3,653 +53	+1%	+$21.2K	0.36%	61
2022 Q2	$1.36M	Buy	3,600 +51	+1%	+$21K	0.36%	58
2022 Q1	$1.61M	Buy	3,549 +699	+25%	+$313K	0.34%	56
2021 Q4	$1.36M	Sell	2,850 -112	-4%	-$51.6K	0.3%	59
2021 Q3	$1.28M	Buy	2,962 +380	+15%	+$168K	0.29%	62
2021 Q2	$800K	Sell	2,582 -107	-4%	-$44.8K	0.27%	59
2021 Q1	$1.07M	Sell	2,689 -77	-3%	-$29.8K	0.27%	59
2020 Q4	$1.04M	Buy	2,766 +184	+7%	+$65.5K	0.28%	59
2020 Q3	$1.57M	Hold	2,582	–	–	0.49%	43
2020 Q2	$800K	Buy	2,582 +238	+10%	+$69.9K	0.27%	60
2020 Q1	$1.09M	Sell	2,344 -64	-3%	-$19.6K	0.71%	35
2019 Q4	$778K	Sell	2,408 -2	-0.1%	-$619	0.29%	65
2019 Q3	$719K	Buy	2,410 +63	+3%	+$18.7K	0.29%	64
2019 Q2	$692K	Buy	2,347 +373	+19%	+$108K	0.29%	66
2019 Q1	$562K	Sell	1,974 -124	-6%	-$33.9K	0.23%	80
2018 Q4	$528K	Buy	+2,098	New	+$570K	0.24%	76

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

First National Corp's IVV Position: Q3 2025 in Review

First National Corp held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 5,704 shares worth $3.83M. The position accounts for 0.73% of the portfolio, ranked #34.

First National Corp first reported a position in IVV in Q4 2018 and has held it in 28 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

First National Corp held 5,704 shares of iShares Core S&P 500 ETF worth $3.83M as of Q3 2025.
First National Corp left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.73% of First National Corp's portfolio in Q3 2025, its #34 holding.
First National Corp first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.