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

Fulton 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 		$48.3M Buy
64,523
+4,271
+7% +$3.11M 1.48% 12
2026
Q1 		$39.4M Buy
60,252
+1,357
+2% +$927K 1.39% 19
2025
Q4 		$40.3M Buy
58,895
+4,985
+9% +$3.39M 1.39% 19
2025
Q3 		$36.1M Buy
53,910
+6,144
+13% +$3.96M 1.26% 21
2025
Q2 		$29.7M Buy
47,766
+4,745
+11% +$2.72M 1.1% 26
2025
Q1 		$24.2M Buy
43,021
+246
+0.6% +$145K 0.98% 27
2024
Q4 		$25.2M Buy
42,775
+5,773
+16% +$3.42M 0.97% 27
2024
Q3 		$21.3M Buy
37,002
+3,512
+10% +$1.95M 0.81% 31
2024
Q2 		$18.3M Sell
33,490
-2,319
-6% -$1.22M 0.74% 31
2024
Q1 		$18.8M Buy
35,809
+2,517
+8% +$1.26M 0.77% 31
2023
Q4 		$15.9M Buy
33,292
+9,392
+39% +$4.2M 0.72% 32
2023
Q3 		$10.3M Buy
23,900
+72
+0.3% +$32.2K 0.51% 37
2023
Q2 		$10.6M Buy
23,828
+763
+3% +$322K 0.52% 37
2023
Q1 		$9.48M Buy
23,065
+6,895
+43% +$2.76M 0.5% 39
2022
Q4 		$6.21M Buy
16,170
+3,958
+32% +$1.53M 0.35% 54
2022
Q3 		$4.38M Buy
12,212
+519
+4% +$207K 0.26% 65
2022
Q2 		$4.43M Buy
11,693
+2,345
+25% +$965K 0.25% 69
2022
Q1 		$4.24M Sell
9,348
-53
-0.6% -$23.7K 0.2% 88
2021
Q4 		$4.48M Buy
9,401
+23
+0.2% +$10.6K 0.2% 85
2021
Q3 		$4.04M Buy
9,378
+61
+0.7% +$27K 0.19% 85
2021
Q2 		$4.01M Sell
9,317
-253
-3% -$106K 0.19% 90
2021
Q1 		$3.81M Sell
9,570
-1,413
-13% -$547K 0.19% 88
2020
Q4 		$4.12M Buy
10,983
+695
+7% +$247K 0.22% 84
2020
Q3 		$3.46M Sell
10,288
-30
-0.3% -$9.98K 0.21% 90
2020
Q2 		$3.19M Buy
10,318
+43
+0.4% +$12.6K 0.21% 90
2020
Q1 		$2.65M Sell
10,275
-618
-6% -$189K 0.21% 93
2019
Q4 		$3.52M Buy
10,893
+93
+0.9% +$28.8K 0.22% 85
2019
Q3 		$3.22M Buy
10,800
+604
+6% +$180K 0.22% 88
2019
Q2 		$3M Buy
10,196
+1,077
+12% +$312K 0.2% 95
2019
Q1 		$2.6M Hold
9,119
– – 0.18% 106
2018
Q4 		$2.29M Buy
9,119
+4,258
+88% +$1.16M 0.18% 106
2018
Q3 		$1.42M Buy
4,861
+2,180
+81% +$625K 0.09% 165
2018
Q2 		$732K Sell
2,681
-1,917
-42% -$521K 0.05% 225
2018
Q1 		$1.22M Buy
4,598
+700
+18% +$193K 0.09% 168
2017
Q4 		$1.05M Buy
3,898
+78
+2% +$20.4K 0.07% 175
2017
Q3 		$966K Buy
3,820
+609
+19% +$151K 0.07% 179
2017
Q2 		$782K Buy
3,211
+41
+1% +$9.89K 0.06% 186
2017
Q1 		$752K Buy
3,170
+411
+15% +$96.1K 0.06% 186
2016
Q4 		$621K Buy
2,759
+373
+16% +$82K 0.06% 196
2016
Q3 		$519K Buy
+2,386
New +$519K 0.05% 222
2016
Q2 		– Sell
-2,258
Closed -$467K – 387
2016
Q1 		$467K Sell
2,258
-6,884
-75% -$1.35M 0.05% 245
2015
Q4 		$1.87M Buy
+9,142
New +$1.89M 0.19% 104

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fulton Bank's IVV Position: Q2 2026 in Review

Fulton Bank increased its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q2 2026, buying an estimated $3.11M and bringing the position to 64,523 shares worth $48.3M. The position accounts for 1.48% of the portfolio, ranked #12.

Fulton Bank first reported a position in IVV in Q4 2015 and has held it in 42 quarters since. 892 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fulton Bank held 64,523 shares of iShares Core S&P 500 ETF worth $48.3M as of Q2 2026.
  • Fulton Bank bought 4,271 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.11M.
  • iShares Core S&P 500 ETF made up 1.48% of Fulton Bank's portfolio in Q2 2026, its #12 holding.
  • Fulton Bank first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.