Old Point Trust & Financial Services N A’s iShares Core S&P 500 ETF IVV Stock Holding History

Old Point Trust & Financial Services N A’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	$375K	Buy	501 +86	+21%	+$62.6K	0.11%	107
2026 Q1	$271K	Sell	415 -50	-11%	-$34.1K	0.09%	116
2025 Q4	$318K	Buy	465 +13	+3%	+$8.83K	0.1%	110
2025 Q3	$303K	Hold	452	–	–	0.1%	113
2025 Q2	$281K	Hold	452	–	–	0.1%	112
2025 Q1	$254K	Sell	452 -65	-13%	-$38.4K	0.09%	117
2024 Q4	$304K	Buy	+517	New	+$306K	0.11%	105

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Old Point Trust & Financial Services N A's IVV Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $62.6K and bringing the position to 501 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #107.

Old Point Trust & Financial Services N A first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Old Point Trust & Financial Services N A held 501 shares of iShares Core S&P 500 ETF worth $375K as of Q2 2026.
Old Point Trust & Financial Services N A bought 86 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $62.6K.
iShares Core S&P 500 ETF made up 0.11% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #107 holding.
Old Point Trust & Financial Services N A first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.