Indiana Trust & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Indiana Trust & Investment Management’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	$2.82M	Hold	3,760	–	–	0.77%	24
2026 Q1	$2.46M	Buy	3,760 +236	+7%	+$161K	0.76%	23
2025 Q4	$2.41M	Hold	3,524	–	–	0.71%	24
2025 Q3	$2.36M	Hold	3,524	–	–	0.72%	25
2025 Q2	$2.19M	Buy	3,524 +64	+2%	+$36.7K	0.72%	24
2025 Q1	$1.94M	Buy	3,460 +223	+7%	+$132K	0.7%	26
2024 Q4	$1.91M	Sell	3,237 -287	-8%	-$170K	0.65%	31
2024 Q3	$2.03M	Buy	3,524 +19	+0.5%	+$10.6K	0.69%	30
2024 Q2	$1.92M	Buy	3,505 +598	+21%	+$314K	0.7%	25
2024 Q1	$1.53M	Sell	2,907 -58	-2%	-$29K	0.62%	38
2023 Q4	$1.42M	Sell	2,965 -61	-2%	-$27.3K	0.64%	41
2023 Q3	$1.3M	Buy	+3,026	New	+$1.35M	0.66%	41

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

Indiana Trust & Investment Management's IVV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,760 shares worth $2.82M. The position accounts for 0.77% of the portfolio, ranked #24.

Indiana Trust & Investment Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Indiana Trust & Investment Management held 3,760 shares of iShares Core S&P 500 ETF worth $2.82M as of Q2 2026.
Indiana Trust & Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.77% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #24 holding.
Indiana Trust & Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.