Hickory Point Bank & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Hickory Point Bank & 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 Q2	$1.78M	Sell	2,379 -82	-3%	-$59.7K	1.08%	18
2026 Q1	$1.61M	Buy	2,461 +162	+7%	+$111K	1.06%	19
2025 Q4	$1.57M	Hold	2,299	–	–	1.14%	16
2025 Q3	$1.54M	Hold	2,299	–	–	1.15%	15
2025 Q2	$1.43M	Buy	2,299 +91	+4%	+$52.3K	1.15%	15
2025 Q1	$1.24M	Buy	2,208 +1,187	+116%	+$701K	1.09%	18
2024 Q4	$601K	Buy	+1,021	New	+$604K	0.53%	40

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Hickory Point Bank & Trust's IVV Position: Q2 2026 in Review

Hickory Point Bank & Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, selling an estimated $59.7K and leaving 2,379 shares worth $1.78M. The position accounts for 1.08% of the portfolio, ranked #18.

Hickory Point Bank & Trust first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Hickory Point Bank & Trust held 2,379 shares of iShares Core S&P 500 ETF worth $1.78M as of Q2 2026.
Hickory Point Bank & Trust sold 82 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $59.7K.
iShares Core S&P 500 ETF made up 1.08% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #18 holding.
Hickory Point Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.