First Nebraska Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

First Nebraska Trust’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 Q1	$656K	Buy	1,005 +45	+5%	+$30.7K	0.06%	126
2025 Q4	$658K	Sell	960 -13	-1%	-$8.83K	0.06%	119
2025 Q3	$651K	Hold	973	–	–	0.06%	115
2025 Q2	$604K	Hold	973	–	–	0.06%	115
2025 Q1	$547K	Hold	973	–	–	0.05%	119
2024 Q4	$573K	Hold	973	–	–	0.06%	120
2024 Q3	$561K	Hold	973	–	–	0.05%	121
2024 Q2	$532K	Hold	973	–	–	0.05%	120
2024 Q1	$512K	Hold	973	–	–	0.05%	123
2023 Q4	$465K	Hold	973	–	–	0.05%	123
2023 Q3	$418K	Buy	973 +15	+2%	+$6.71K	0.05%	121
2023 Q2	$427K	Hold	958	–	–	0.05%	120
2023 Q1	$394K	Hold	958	–	–	0.05%	121
2022 Q4	$368K	Sell	958 -27	-3%	-$10.4K	0.05%	123
2022 Q3	$353K	Hold	985	–	–	0.05%	120
2022 Q2	$373K	Sell	985 -8	-0.8%	-$3.29K	0.05%	122
2022 Q1	$451K	Hold	993	–	–	0.05%	118
2021 Q4	$474K	Sell	993 -280	-22%	-$129K	0.06%	117
2021 Q3	$548K	Hold	1,273	–	–	0.07%	106
2021 Q2	$547K	Buy	1,273 +294	+30%	+$123K	0.07%	105
2021 Q1	$389K	Hold	979	–	–	0.05%	118
2020 Q4	$368K	Sell	979 -162	-14%	-$57.7K	0.05%	115
2020 Q3	$383K	Sell	1,141 -7	-0.6%	-$2.33K	0.07%	108
2020 Q2	$356K	Hold	1,148	–	–	0.07%	111
2020 Q1	$297K	Hold	1,148	–	–	0.07%	111
2019 Q4	$371K	Hold	1,148	–	–	0.06%	108
2019 Q3	$343K	Hold	1,148	–	–	0.06%	107
2019 Q2	$338K	Hold	1,148	–	–	0.06%	108
2019 Q1	$327K	Buy	1,148 +280	+32%	+$76.6K	0.06%	109
2018 Q4	$218K	Hold	868	–	–	0.04%	121
2018 Q3	$254K	Buy	+868	New	+$249K	0.04%	125

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Nebraska Trust's IVV Position: Q1 2026 in Review

First Nebraska Trust increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q1 2026, buying an estimated $30.7K and bringing the position to 1,005 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #126.

First Nebraska Trust first reported a position in IVV in Q3 2018 and has held it in 31 quarters since. The position peaked at $658K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

First Nebraska Trust held 1,005 shares of iShares Core S&P 500 ETF worth $656K as of Q1 2026.
First Nebraska Trust bought 45 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $30.7K.
iShares Core S&P 500 ETF made up 0.06% of First Nebraska Trust's portfolio in Q1 2026, its #126 holding.
First Nebraska Trust first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 31 quarters since.
First Nebraska Trust's iShares Core S&P 500 ETF position peaked at $658K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.