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Mechanics Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Mechanics Financial Corp’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
Q1 		$9.56M Sell
14,637
-58
-0.4% -$39.6K 4.01% 6
2025
Q4 		$10.1M Buy
14,695
+170
+1% +$115K 3.72% 6
2025
Q3 		$9.72M Buy
14,525
+771
+6% +$497K 3.68% 6
2025
Q2 		$8.54M Buy
13,754
+405
+3% +$233K 3.63% 6
2025
Q1 		$7.5M Buy
13,349
+1,071
+9% +$632K 3.4% 6
2024
Q4 		$7.23M Buy
12,278
+391
+3% +$231K 3.25% 5
2024
Q3 		$6.86M Buy
11,887
+740
+7% +$411K 3% 7
2024
Q2 		$6.1M Buy
11,147
+531
+5% +$279K 3.13% 7
2024
Q1 		$5.58M Buy
10,616
+959
+10% +$480K 2.9% 6
2023
Q4 		$4.61M Buy
9,657
+360
+4% +$161K 2.6% 7
2023
Q3 		$3.99M Buy
9,297
+267
+3% +$119K 2.2% 8
2023
Q2 		$4.02M Sell
9,030
-174
-2% -$73.3K 2.19% 8
2023
Q1 		$3.78M Sell
9,204
-151
-2% -$60.5K 2.2% 8
2022
Q4 		$3.59M Buy
9,355
+113
+1% +$43.6K 2.14% 8
2022
Q3 		$3.31M Buy
9,242
+102
+1% +$40.7K 2.16% 8
2022
Q2 		$3.46M Sell
9,140
-217
-2% -$89.3K 2.08% 8
2022
Q1 		$4.25M Buy
9,357
+204
+2% +$91.2K 2.18% 8
2021
Q4 		$4.37M Buy
+9,153
New +$4.22M 2.06% 8

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mechanics Financial Corp's IVV Position: Q1 2026 in Review

Mechanics Financial Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q1 2026, selling an estimated $39.6K and leaving 14,637 shares worth $9.56M. The position accounts for 4.01% of the portfolio, ranked #6.

Mechanics Financial Corp first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Mechanics Financial Corp held 14,637 shares of iShares Core S&P 500 ETF worth $9.56M as of Q1 2026.
  • Mechanics Financial Corp sold 58 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $39.6K.
  • iShares Core S&P 500 ETF made up 4.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #6 holding.
  • Mechanics Financial Corp first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Mechanics Financial Corp's iShares Core S&P 500 ETF position peaked at $10.1M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.