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Independence Bank of Kentucky’s iShares Core S&P 500 ETF IVV Stock Holding History

Independence Bank of Kentucky’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 		$5.39M Sell
7,196
-73
-1% -$53.2K 0.61% 36
2026
Q1 		$4.75M Buy
7,269
+21
+0.3% +$14.3K 0.6% 36
2025
Q4 		$4.96M Sell
7,248
-82
-1% -$55.7K 0.62% 35
2025
Q3 		$4.91M Sell
7,330
-82
-1% -$52.8K 0.63% 33
2025
Q2 		$4.6M Buy
7,412
+1,695
+30% +$973K 0.65% 32
2025
Q1 		$3.21M Buy
5,717
+969
+20% +$572K 0.5% 43
2024
Q4 		$2.8M Buy
4,748
+1,511
+47% +$894K 0.43% 48
2024
Q3 		$1.87M Buy
3,237
+652
+25% +$363K 0.4% 58
2024
Q2 		$1.41M Buy
2,585
+451
+21% +$237K 0.38% 70
2024
Q1 		$1.12M Buy
2,134
+20
+0.9% +$10K 0.34% 82
2023
Q4 		$1.01M Buy
2,114
+736
+53% +$329K 0.35% 73
2023
Q3 		$592K Hold
1,378
– – 0.25% 94
2023
Q2 		$614K Buy
1,378
+1,120
+434% +$472K 0.25% 97
2023
Q1 		$106K Sell
258
-11
-4% -$4.41K 0.05% 218
2022
Q4 		$103K Buy
269
+11
+4% +$4.25K 0.05% 214
2022
Q3 		$93K Sell
258
-23
-8% -$9.18K 0.05% 199
2022
Q2 		$107K Hold
281
– – 0.05% 198
2022
Q1 		$127K Sell
281
-60
-18% -$26.8K 0.05% 196
2021
Q4 		$163K Sell
341
-1
-0.3% -$461 0.07% 165
2021
Q3 		$147K Hold
342
– – 0.06% 168
2021
Q2 		$147K Hold
342
– – 0.07% 166
2021
Q1 		$136K Hold
342
– – 0.07% 169
2020
Q4 		$128K Hold
342
– – 0.07% 172
2020
Q3 		$115K Buy
+342
New +$114K 0.07% 165

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Independence Bank of Kentucky's IVV Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $53.2K and leaving 7,196 shares worth $5.39M. The position accounts for 0.61% of the portfolio, ranked #36.

Independence Bank of Kentucky first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Independence Bank of Kentucky held 7,196 shares of iShares Core S&P 500 ETF worth $5.39M as of Q2 2026.
  • Independence Bank of Kentucky sold 73 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $53.2K.
  • iShares Core S&P 500 ETF made up 0.61% of Independence Bank of Kentucky's portfolio in Q2 2026, its #36 holding.
  • Independence Bank of Kentucky first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.