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IVV icon

Plimoth Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Plimoth Trust’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 		$990K Sell
1,322
-11
-0.8% -$8.01K 0.2% 92
2026
Q1 		$871K Buy
1,333
+108
+9% +$73.7K 0.19% 96
2025
Q4 		$839K Buy
1,225
+8
+0.7% +$5.43K 0.19% 94
2025
Q3 		$815K Sell
1,217
-2
-0.2% -$1.29K 0.18% 97
2025
Q2 		$757K Buy
1,219
+194
+19% +$111K 0.18% 103
2025
Q1 		$576K Buy
1,025
+39
+4% +$23K 0.15% 111
2024
Q4 		$580K Sell
986
-26
-3% -$15.4K 0.15% 111
2024
Q3 		$584K Sell
1,012
-23
-2% -$12.8K 0.15% 115
2024
Q2 		$566K Sell
1,035
-70
-6% -$36.8K 0.15% 109
2024
Q1 		$581K Buy
1,105
+24
+2% +$12K 0.15% 109
2023
Q4 		$516K Sell
1,081
-197
-15% -$88.2K 0.15% 118
2023
Q3 		$549K Sell
1,278
-79
-6% -$35.3K 0.17% 110
2023
Q2 		$605K Sell
1,357
-3
-0.2% -$1.26K 0.18% 112
2023
Q1 		$559K Sell
1,360
-4
-0.3% -$1.6K 0.17% 113
2022
Q4 		$524K Sell
1,364
-75
-5% -$28.9K 0.17% 123
2022
Q3 		$516K Sell
1,439
-44
-3% -$17.6K 0.18% 119
2022
Q2 		$562K Sell
1,483
-149
-9% -$61.3K 0.18% 121
2022
Q1 		$740K Sell
1,632
-10
-0.6% -$4.47K 0.2% 116
2021
Q4 		$783K Buy
1,642
+86
+6% +$39.6K 0.2% 112
2021
Q3 		$670K Buy
1,556
+98
+7% +$43.4K 0.19% 117
2021
Q2 		$627K Sell
1,458
-10
-0.7% -$4.19K 0.18% 121
2021
Q1 		$584K Sell
1,468
-40
-3% -$15.5K 0.17% 123
2020
Q4 		$566K Sell
1,508
-1
-0.1% -$356 0.18% 122
2020
Q3 		$507K Sell
1,509
-527
-26% -$175K 0.17% 120
2020
Q2 		$631K Sell
2,036
-173
-8% -$50.8K 0.22% 107
2020
Q1 		$571K Buy
2,209
+20
+0.9% +$6.13K 0.24% 111
2019
Q4 		$708K Sell
2,189
-26
-1% -$8.05K 0.23% 122
2019
Q3 		$661K Sell
2,215
-4,665
-68% -$1.39M 0.22% 128
2019
Q2 		$2.03M Sell
6,880
-50
-0.7% -$14.5K 0.67% 49
2019
Q1 		$1.97M Buy
6,930
+4,385
+172% +$1.2M 0.66% 50
2018
Q4 		$640K Buy
+2,545
New +$691K 0.24% 116

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

Plimoth Trust's IVV Position: Q2 2026 in Review

Plimoth Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 0.83% in Q2 2026, selling an estimated $8.01K and leaving 1,322 shares worth $990K. The position accounts for 0.2% of the portfolio, ranked #92.

Plimoth Trust first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.03M in Q2 2019. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Plimoth Trust held 1,322 shares of iShares Core S&P 500 ETF worth $990K as of Q2 2026.
  • Plimoth Trust sold 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core S&P 500 ETF made up 0.2% of Plimoth Trust's portfolio in Q2 2026, its #92 holding.
  • Plimoth Trust first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Plimoth Trust's iShares Core S&P 500 ETF position peaked at $2.03M in Q2 2019.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.