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

Peoples Financial Services 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 		$864K Hold
1,323
– – 0.41% 67
2025
Q4 		$906K Sell
1,323
-91
-6% -$61.8K 0.42% 66
2025
Q3 		$946K Buy
1,414
+588
+71% +$379K 0.43% 63
2025
Q2 		$513K Sell
826
-2,495
-75% -$1.43M 0.25% 90
2025
Q1 		$1.87M Sell
3,321
-365
-10% -$216K 0.9% 31
2024
Q4 		$2.17M Sell
3,686
-78
-2% -$46.2K 1.01% 26
2024
Q3 		$2.17M Sell
3,764
-1,217
-24% -$677K 0.98% 25
2024
Q2 		$2.73M Sell
4,981
-1,133
-19% -$596K 1.23% 20
2024
Q1 		$3.21M Sell
6,114
-98
-2% -$49K 1.4% 17
2023
Q4 		$2.97M Sell
6,212
-50
-0.8% -$22.4K 1.29% 17
2023
Q3 		$2.69M Hold
6,262
– – 1.27% 19
2023
Q2 		$2.79M Sell
6,262
-565
-8% -$238K 1.25% 19
2023
Q1 		$2.81M Hold
6,827
– – 1.31% 16
2022
Q4 		$2.62M Hold
6,827
– – 1.23% 17
2022
Q3 		$2.45M Hold
6,827
– – 1.26% 18
2022
Q2 		$2.59M Buy
6,827
+2,927
+75% +$1.2M 1.23% 18
2022
Q1 		$1.77M Buy
3,900
+2,500
+179% +$1.12M 0.77% 38
2021
Q4 		$668K Hold
1,400
– – 0.26% 85
2021
Q3 		$603K Hold
1,400
– – 0.25% 87
2021
Q2 		$602K Buy
1,400
+100
+8% +$41.9K 0.25% 88
2021
Q1 		$517K Hold
1,300
– – 0.22% 90
2020
Q4 		$488K Buy
1,300
+200
+18% +$71.2K 0.22% 88
2020
Q3 		$370K Buy
+1,100
New +$366K 0.19% 92
2020
Q2 		– Sell
-2,475
Closed -$639K – 311
2020
Q1 		$639K Buy
+2,475
New +$758K 0.38% 66
2019
Q1 		– Sell
-2,111
Closed -$531K – 358
2018
Q4 		$531K Buy
2,111
+2,050
+3,361% +$557K 0.3% 76
2018
Q3 		$18K Hold
61
– – 0.01% 204
2018
Q2 		$17K Hold
61
– – 0.01% 201
2018
Q1 		$16K Hold
61
– – 0.01% 210
2017
Q4 		$16K Buy
+61
New +$16K 0.01% 207
2015
Q4 		– Sell
-1,200
Closed -$231K – 306
2015
Q3 		$231K Buy
+1,200
New +$245K 0.16% 91

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

Peoples Financial Services Corp's IVV Position: Q1 2026 in Review

Peoples Financial Services Corp held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,323 shares worth $864K. The position accounts for 0.41% of the portfolio, ranked #67.

Peoples Financial Services Corp first reported a position in IVV in Q3 2015 and has held it in 30 quarters since. The position peaked at $3.21M in Q1 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Peoples Financial Services Corp held 1,323 shares of iShares Core S&P 500 ETF worth $864K as of Q1 2026.
  • Peoples Financial Services Corp left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.41% of Peoples Financial Services Corp's portfolio in Q1 2026, its #67 holding.
  • Peoples Financial Services Corp first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 30 quarters since.
  • Peoples Financial Services Corp's iShares Core S&P 500 ETF position peaked at $3.21M in Q1 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.