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

Simmons 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	$13.7M	Buy	18,311 +389	+2%	+$283K	0.78%	33
2026 Q1	$11.7M	Sell	17,922 -233	-1%	-$159K	0.78%	30
2025 Q4	$12.4M	Buy	18,155 +167	+0.9%	+$113K	0.83%	27
2025 Q3	$12M	Sell	17,988 -114	-0.6%	-$73.4K	0.8%	28
2025 Q2	$11.2M	Buy	18,102 +42	+0.2%	+$24.1K	0.8%	27
2025 Q1	$10.1M	Sell	18,060 -68	-0.4%	-$40.2K	0.77%	30
2024 Q4	$10.7M	Sell	18,128 -70	-0.4%	-$41.4K	0.78%	29
2024 Q3	$10.5M	Buy	18,198 +11	+0.1%	+$6.12K	0.76%	32
2024 Q2	$9.95M	Buy	18,187 +2,277	+14%	+$1.2M	0.75%	34
2024 Q1	$8.36M	Buy	15,910 +90	+0.6%	+$45K	0.63%	41
2023 Q4	$7.56M	Sell	15,820 -1,043	-6%	-$467K	0.62%	44
2023 Q3	$7.24M	Buy	16,863 +1,496	+10%	+$669K	0.64%	43
2023 Q2	$6.85M	Sell	15,367 -368	-2%	-$155K	0.58%	43
2023 Q1	$6.47M	Buy	15,735 +325	+2%	+$130K	0.55%	45
2022 Q4	$5.92M	Sell	15,410 -729	-5%	-$281K	0.51%	54
2022 Q3	$5.79M	Buy	16,139 +678	+4%	+$271K	0.54%	46
2022 Q2	$5.86M	Sell	15,461 -180	-1%	-$74K	0.51%	48
2022 Q1	$7.1M	Sell	15,641 -15	-0.1%	-$6.71K	0.53%	46
2021 Q4	$7.47M	Sell	15,656 -207	-1%	-$95.4K	0.52%	52
2021 Q3	$6.83M	Buy	15,863 +313	+2%	+$139K	0.5%	53
2021 Q2	$6.68M	Sell	15,550 -13	-0.1%	-$5.45K	0.48%	56
2021 Q1	$6.19M	Sell	15,563 -103	-0.7%	-$39.9K	0.47%	54
2020 Q4	$5.88M	Sell	15,666 -510	-3%	-$182K	0.47%	55
2020 Q3	$5.44M	Sell	16,176 -175	-1%	-$58.2K	0.45%	57
2020 Q2	$5.06M	Hold	16,351	–	–	0.42%	59
2020 Q1	$4.22M	Sell	16,351 -5	-0%	-$1.53K	0.37%	61
2019 Q4	$5.29M	Sell	16,356 -120	-0.7%	-$37.1K	0.47%	51
2019 Q3	$4.92M	Buy	16,476 +1,413	+9%	+$420K	0.48%	44
2019 Q2	$4.44M	Sell	15,063 -218	-1%	-$63.2K	0.43%	51
2019 Q1	$4.35M	Buy	15,281 +776	+5%	+$212K	0.42%	53
2018 Q4	$3.65M	Sell	14,505 -25	-0.2%	-$6.79K	0.41%	52
2018 Q3	$4.25M	Buy	14,530 +1,447	+11%	+$415K	0.42%	52
2018 Q2	$3.57M	Sell	13,083 -992	-7%	-$270K	0.32%	64
2018 Q1	$3.73M	Buy	14,075 +835	+6%	+$230K	0.34%	55
2017 Q4	$3.56M	Sell	13,240 -9	-0.1%	-$2.36K	0.36%	54
2017 Q3	$3.35M	Buy	13,249 +295	+2%	+$73.3K	0.35%	55
2017 Q2	$3.15M	Hold	12,954	–	–	0.35%	56
2017 Q1	$3.07M	Sell	12,954 -22	-0.2%	-$5.15K	0.34%	57
2016 Q4	$2.92M	Sell	12,976 -100	-0.8%	-$22K	0.33%	63
2016 Q3	$2.85M	Buy	13,076 +490	+4%	+$107K	0.31%	65
2016 Q2	$2.65M	Buy	12,586 +200	+2%	+$41.7K	0.29%	67
2016 Q1	$2.56M	Buy	+12,386	New	+$2.43M	0.29%	68

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Simmons Bank's IVV Position: Q2 2026 in Review

Simmons Bank increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $283K and bringing the position to 18,311 shares worth $13.7M. The position accounts for 0.78% of the portfolio, ranked #33.

Simmons Bank first reported a position in IVV in Q1 2016 and has held it in 42 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Simmons Bank held 18,311 shares of iShares Core S&P 500 ETF worth $13.7M as of Q2 2026.
Simmons Bank bought 389 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $283K.
iShares Core S&P 500 ETF made up 0.78% of Simmons Bank's portfolio in Q2 2026, its #33 holding.
Simmons Bank first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 42 quarters since.
2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.