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Missouri Trust & Investment Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Missouri Trust & Investment Company’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 		$77.1K Sell
118
-15
-11% -$10.2K 0.02% 194
2025
Q4 		$91.1K Hold
133
– – 0.03% 177
2025
Q3 		$89K Hold
133
– – 0.03% 172
2025
Q2 		$82.6K Buy
133
+33
+33% +$18.9K 0.03% 171
2025
Q1 		$56.2K Sell
100
-25
-20% -$14.8K 0.02% 200
2024
Q4 		$73.6K Buy
+125
New +$74K 0.03% 178
2024
Q2 		– Sell
-8
Closed -$4.21K – 408
2024
Q1 		$4.21K Hold
8
– – ﹤0.01% 338
2023
Q4 		$3.82K Sell
8
-9
-53% -$4.03K ﹤0.01% 348
2023
Q3 		$7.3K Hold
17
– – ﹤0.01% 315
2023
Q2 		$7.58K Buy
17
+8
+89% +$3.37K ﹤0.01% 343
2023
Q1 		$3.7K Buy
+9
New +$3.61K ﹤0.01% 306

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 $424B AUM 22.96% 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

Missouri Trust & Investment Company's IVV Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $10.2K and leaving 118 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #194.

Missouri Trust & Investment Company first reported a position in IVV in Q1 2023 and has held it in 11 quarters since. The position peaked at $91.1K in Q4 2025. 3,986 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Missouri Trust & Investment Company held 118 shares of iShares Core S&P 500 ETF worth $77.1K as of Q1 2026.
  • Missouri Trust & Investment Company sold 15 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.2K.
  • iShares Core S&P 500 ETF made up 0.02% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #194 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
  • Missouri Trust & Investment Company's iShares Core S&P 500 ETF position peaked at $91.1K in Q4 2025.
  • 3,986 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.