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

Ledyard National 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	$75.3M	Sell	100,495 -3,294	-3%	-$2.4M	6.04%	2
2026 Q1	$67.8M	Sell	103,789 -13,324	-11%	-$9.1M	5.88%	2
2025 Q4	$80.2M	Sell	117,113 -2,775	-2%	-$1.88M	6.91%	2
2025 Q3	$80.2M	Sell	119,888 -1,651	-1%	-$1.06M	7.19%	1
2025 Q2	$75.5M	Sell	121,539 -9,504	-7%	-$5.46M	7.13%	1
2025 Q1	$73.6M	Buy	131,043 +1,461	+1%	+$863K	7.28%	2
2024 Q4	$76.3M	Buy	129,582 +5,785	+5%	+$3.42M	7.18%	2
2024 Q3	$71.4M	Buy	123,797 +1,323	+1%	+$736K	6.53%	2
2024 Q2	$67M	Buy	122,474 +8,426	+7%	+$4.43M	6.51%	2
2024 Q1	$60M	Buy	114,048 +15,949	+16%	+$7.98M	5.8%	2
2023 Q4	$46.9M	Buy	98,099 +4,854	+5%	+$2.17M	4.82%	4
2023 Q3	$40M	Buy	93,245 +4,638	+5%	+$2.07M	4.56%	4
2023 Q2	$39.5M	Buy	88,607 +16,119	+22%	+$6.79M	4.3%	4
2023 Q1	$29.8M	Buy	72,488 +15,165	+26%	+$6.08M	3.42%	5
2022 Q4	$22M	Buy	57,323 +3,233	+6%	+$1.25M	2.59%	5
2022 Q3	$19.4M	Buy	54,090 +2,317	+4%	+$925K	2.52%	5
2022 Q2	$19.6M	Buy	51,773 +2,882	+6%	+$1.19M	2.37%	5
2022 Q1	$22.2M	Buy	48,891 +4,609	+10%	+$2.06M	2.22%	7
2021 Q4	$21.1M	Buy	44,282 +1,661	+4%	+$765K	2.02%	8
2021 Q3	$18.4M	Buy	42,621 +1,913	+5%	+$848K	1.9%	7
2021 Q2	$17.5M	Sell	40,708 -1,289	-3%	-$540K	1.79%	8
2021 Q1	$16.7M	Sell	41,997 -1,584	-4%	-$613K	1.8%	9
2020 Q4	$16.4M	Buy	43,581 +4,581	+12%	+$1.63M	1.87%	8
2020 Q3	$13.1M	Buy	39,000 +6,020	+18%	+$2M	1.66%	10
2020 Q2	$10.2M	Buy	32,980 +6,930	+27%	+$2.03M	1.36%	17
2020 Q1	$6.73M	Buy	26,050 +2,633	+11%	+$807K	1.03%	29
2019 Q4	$7.57M	Buy	23,417 +2,166	+10%	+$670K	0.92%	30
2019 Q3	$6.34M	Buy	21,251 +460	+2%	+$137K	0.84%	42
2019 Q2	$6.13M	Sell	20,791 -952	-4%	-$276K	0.82%	39
2019 Q1	$6.19M	Sell	21,743 -3,766	-15%	-$1.03M	0.82%	38
2018 Q4	$6.42M	Buy	25,509 +1,141	+5%	+$310K	0.85%	34
2018 Q3	$7.13M	Buy	24,368 +1,662	+7%	+$477K	0.81%	38
2018 Q2	$6.2M	Sell	22,706 -254	-1%	-$69.1K	0.74%	47
2018 Q1	$6.09M	Buy	22,960 +609	+3%	+$167K	0.74%	43
2017 Q4	$6.01M	Buy	22,351 +644	+3%	+$169K	0.73%	49
2017 Q3	$5.49M	Buy	21,707 +5,323	+32%	+$1.32M	0.73%	46
2017 Q2	$3.99M	Buy	16,384 +7,635	+87%	+$1.84M	0.57%	67
2017 Q1	$2.08M	Buy	8,749 +8,524	+3,788%	+$1.99M	0.31%	91
2016 Q4	$51K	Buy	+225	New	+$49.5K	0.01%	311

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

Ledyard National Bank's IVV Position: Q2 2026 in Review

Ledyard National Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, selling an estimated $2.4M and leaving 100,495 shares worth $75.3M. The position accounts for 6.04% of the portfolio, ranked #2.

Ledyard National Bank first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $80.2M in Q3 2025. 2,157 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ledyard National Bank held 100,495 shares of iShares Core S&P 500 ETF worth $75.3M as of Q2 2026.
Ledyard National Bank sold 3,294 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.4M.
iShares Core S&P 500 ETF made up 6.04% of Ledyard National Bank's portfolio in Q2 2026, its #2 holding.
Ledyard National Bank first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
Ledyard National Bank's iShares Core S&P 500 ETF position peaked at $80.2M in Q3 2025.
2,157 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.