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Renasant Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Renasant Bank’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 		$3.74M Sell
4,993
-802
-14% -$584K 2.4% 8
2026
Q1 		$3.79M Buy
5,795
+4,144
+251% +$2.83M 2.68% 7
2025
Q4 		$1.13M Sell
1,651
-65
-4% -$44.1K 0.77% 39
2025
Q3 		$1.15M Buy
1,716
+466
+37% +$300K 0.73% 37
2025
Q2 		$776K Sell
1,250
-63
-5% -$36.2K 0.52% 67
2025
Q1 		$738K Sell
1,313
-1,295
-50% -$765K 0.49% 64
2024
Q4 		$1.54M Sell
2,608
-1,342
-34% -$794K 1% 27
2024
Q3 		$2.28M Sell
3,950
-1,144
-22% -$636K 1.5% 14
2024
Q2 		$2.79M Buy
5,094
+2,044
+67% +$1.07M 1.92% 9
2024
Q1 		$1.6M Sell
3,050
-7
-0.2% -$3.5K 1.14% 16
2023
Q4 		$1.46M Buy
3,057
+46
+2% +$20.6K 1.16% 16
2023
Q3 		$1.29M Sell
3,011
-278
-8% -$124K 1.09% 19
2023
Q2 		$1.47M Sell
3,289
-230
-7% -$96.9K 1.2% 15
2023
Q1 		$1.45M Buy
3,519
+389
+12% +$156K 1.12% 19
2022
Q4 		$1.2M Buy
3,130
+735
+31% +$284K 0.91% 27
2022
Q3 		$859K Sell
2,395
-320
-12% -$128K 0.76% 41
2022
Q2 		$1.03M Buy
2,715
+62
+2% +$25.5K 0.84% 32
2022
Q1 		$1.2M Buy
2,653
+363
+16% +$162K 0.81% 30
2021
Q4 		$1.09M Buy
2,290
+11
+0.5% +$5.07K 0.74% 36
2021
Q3 		$982K Buy
2,279
+12
+0.5% +$5.32K 0.78% 30
2021
Q2 		$975K Buy
2,267
+25
+1% +$10.5K 0.74% 33
2021
Q1 		$892K Buy
2,242
+183
+9% +$70.9K 0.72% 35
2020
Q4 		$773K Buy
+2,059
New +$733K 0.63% 42

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

Renasant Bank's IVV Position: Q2 2026 in Review

Renasant Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $584K and leaving 4,993 shares worth $3.74M. The position accounts for 2.4% of the portfolio, ranked #8.

Renasant Bank first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.79M in Q1 2026. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Renasant Bank held 4,993 shares of iShares Core S&P 500 ETF worth $3.74M as of Q2 2026.
  • Renasant Bank sold 802 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $584K.
  • iShares Core S&P 500 ETF made up 2.4% of Renasant Bank's portfolio in Q2 2026, its #8 holding.
  • Renasant Bank first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Renasant Bank's iShares Core S&P 500 ETF position peaked at $3.79M in Q1 2026.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.