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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
Q2 		$11.7M Buy
15,650
+1,013
+7% +$738K 4.19% 6
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Mechanics Financial Corp's IVV Position: Q2 2026 in Review

Mechanics Financial Corp increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $738K and bringing the position to 15,650 shares worth $11.7M. The position accounts for 4.19% of the portfolio, ranked #6.

Mechanics Financial Corp first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mechanics Financial Corp held 15,650 shares of iShares Core S&P 500 ETF worth $11.7M as of Q2 2026.
  • Mechanics Financial Corp bought 1,013 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $738K.
  • iShares Core S&P 500 ETF made up 4.19% of Mechanics Financial Corp's portfolio in Q2 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 19 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.