Security National Bank of So Dak’s iShares Core S&P 500 ETF IVV Stock Holding History

Security National Bank of So Dak’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	$726K	Hold	1,111	–	–	0.35%	68
2025 Q4	$761K	Hold	1,111	–	–	0.37%	69
2025 Q3	$744K	Buy	1,111 +181	+19%	+$117K	0.37%	66
2025 Q2	$577K	Sell	930 -1,146	-55%	-$658K	0.31%	71
2025 Q1	$1.17M	Sell	2,076 -39	-2%	-$23K	0.66%	55
2024 Q4	$1.25M	Buy	2,115 +28	+1%	+$16.6K	0.69%	52
2024 Q3	$1.2M	Buy	+2,087	New	+$1.16M	0.67%	52
2022 Q1	–	Sell	-1,772	Closed	-$845K	–	106
2021 Q4	$845K	Buy	+1,772	New	+$817K	0.57%	55
2019 Q1	–	Sell	-1,437	Closed	-$362K	–	81
2018 Q4	$362K	Buy	+1,437	New	+$390K	0.47%	65
2017 Q1	–	Sell	-2,020	Closed	-$454K	–	88
2016 Q4	$454K	Buy	+2,020	New	+$444K	0.55%	67

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Security National Bank of So Dak's IVV Position: Q1 2026 in Review

Security National Bank of So Dak held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,111 shares worth $726K. The position accounts for 0.35% of the portfolio, ranked #68.

Security National Bank of So Dak first reported a position in IVV in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Security National Bank of So Dak held 1,111 shares of iShares Core S&P 500 ETF worth $726K as of Q1 2026.
Security National Bank of So Dak left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.35% of Security National Bank of So Dak's portfolio in Q1 2026, its #68 holding.
Security National Bank of So Dak first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 10 quarters since.
Security National Bank of So Dak's iShares Core S&P 500 ETF position peaked at $1.25M in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.