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Sanibel Captiva Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Sanibel Captiva Trust 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
Q2 		$7.21M Buy
9,621
+1,646
+21% +$1.2M 0.18% 112
2026
Q1 		$5.21M Buy
7,975
+1,657
+26% +$1.13M 0.15% 118
2025
Q4 		$4.33M Buy
6,318
+115
+2% +$78.1K 0.12% 132
2025
Q3 		$4.15M Buy
6,203
+583
+10% +$375K 0.12% 133
2025
Q2 		$3.49M Buy
5,620
+614
+12% +$353K 0.11% 138
2025
Q1 		$2.81M Hold
5,006
– – 0.09% 147
2024
Q4 		$2.95M Buy
5,006
+589
+13% +$349K 0.09% 139
2024
Q3 		$2.55M Hold
4,417
– – 0.08% 151
2024
Q2 		$2.42M Sell
4,417
-75
-2% -$39.4K 0.08% 148
2024
Q1 		$2.36M Buy
4,492
+761
+20% +$381K 0.08% 141
2023
Q4 		$1.78M Buy
+3,731
New +$1.67M 0.07% 154

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sanibel Captiva Trust Company's IVV Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $1.2M and bringing the position to 9,621 shares worth $7.21M. The position accounts for 0.18% of the portfolio, ranked #112.

Sanibel Captiva Trust Company first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sanibel Captiva Trust Company held 9,621 shares of iShares Core S&P 500 ETF worth $7.21M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 1,646 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Core S&P 500 ETF made up 0.18% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #112 holding.
  • Sanibel Captiva Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.