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

Security National 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	$11.5M	Buy	15,348 +1,038	+7%	+$756K	1.37%	20
2026 Q1	$9.35M	Buy	14,310 +836	+6%	+$571K	1.36%	22
2025 Q4	$9.23M	Buy	13,474 +2,437	+22%	+$1.65M	1.32%	19
2025 Q3	$7.39M	Sell	11,037 -75	-0.7%	-$48.3K	1.13%	24
2025 Q2	$6.9M	Buy	11,112 +2,086	+23%	+$1.2M	1.19%	23
2025 Q1	$5.07M	Sell	9,026 -239,641	-96%	-$142M	0.96%	26
2024 Q4	$146M	Sell	248,667 -23,961	-9%	-$14.2M	20.88%	1
2024 Q3	$157M	Hold	272,628	–	–	21.37%	1
2024 Q2	$149M	Hold	272,628	–	–	21.66%	1
2024 Q1	$143M	Buy	272,628 +266,079	+4,063%	+$133M	21.7%	1
2023 Q4	$3.13M	Sell	6,549 -11	-0.2%	-$4.92K	0.71%	42
2023 Q3	$2.82M	Buy	6,560 +632	+11%	+$283K	0.79%	42
2023 Q2	$2.64M	Buy	5,928 +426	+8%	+$180K	0.67%	47
2023 Q1	$2.26M	Buy	5,502 +687	+14%	+$275K	0.6%	49
2022 Q4	$1.85M	Buy	4,815 +393	+9%	+$152K	0.5%	52
2022 Q3	$1.59M	Buy	4,422 +726	+20%	+$290K	0.44%	55
2022 Q2	$1.4M	Buy	3,696 +561	+18%	+$231K	0.39%	54
2022 Q1	$1.42M	Buy	3,135 +434	+16%	+$194K	0.33%	51
2021 Q4	$1.29M	Buy	2,701 +1,201	+80%	+$553K	0.29%	52
2021 Q3	$646K	Hold	1,500	–	–	0.16%	61
2021 Q2	$645K	Buy	1,500 +49	+3%	+$20.5K	0.17%	60
2021 Q1	$577K	Sell	1,451 -15	-1%	-$5.81K	0.17%	63
2020 Q4	$550K	Buy	+1,466	New	+$522K	0.17%	55
2020 Q1	–	Sell	-941	Closed	-$304K	–	73
2019 Q4	$304K	Hold	941	–	–	0.14%	66
2019 Q3	$281K	Sell	941 -165	-15%	-$49K	0.13%	66
2019 Q2	$326K	Hold	1,106	–	–	0.16%	62
2019 Q1	$315K	Buy	+1,106	New	+$302K	0.16%	60

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Security National Bank's IVV Position: Q2 2026 in Review

Security National Bank increased its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q2 2026, buying an estimated $756K and bringing the position to 15,348 shares worth $11.5M. The position accounts for 1.37% of the portfolio, ranked #20.

Security National Bank first reported a position in IVV in Q1 2019 and has held it in 27 quarters since. The position peaked at $157M in Q3 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Security National Bank held 15,348 shares of iShares Core S&P 500 ETF worth $11.5M as of Q2 2026.
Security National Bank bought 1,038 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $756K.
iShares Core S&P 500 ETF made up 1.37% of Security National Bank's portfolio in Q2 2026, its #20 holding.
Security National Bank first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
Security National Bank's iShares Core S&P 500 ETF position peaked at $157M in Q3 2024.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.