SNS Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.22M | Sell |
7,990
-9
| -0.1% | -$6.15K | 0.45% | 27 |
|
|
2025
Q4 | $5.48M | Sell |
7,999
-169
| -2% | -$115K | 0.47% | 28 |
|
|
2025
Q3 | $5.47M | Sell |
8,168
-80
| -1% | -$51.5K | 0.48% | 29 |
|
|
2025
Q2 | $5.12M | Buy |
8,248
+498
| +6% | +$286K | 0.49% | 28 |
|
|
2025
Q1 | $4.35M | Buy |
7,750
+4
| +0.1% | +$2.36K | 0.44% | 30 |
|
|
2024
Q4 | $4.56M | Sell |
7,746
-88
| -1% | -$52.1K | 0.47% | 28 |
|
|
2024
Q3 | $4.52M | Sell |
7,834
-400
| -5% | -$222K | 0.45% | 31 |
|
|
2024
Q2 | $4.51M | Buy |
8,234
+23
| +0.3% | +$12.1K | 0.48% | 29 |
|
|
2024
Q1 | $4.32M | Buy |
8,211
+191
| +2% | +$95.6K | 0.47% | 32 |
|
|
2023
Q4 | $3.83M | Sell |
8,020
-209
| -3% | -$93.5K | 0.45% | 35 |
|
|
2023
Q3 | $3.55M | Sell |
8,229
-83
| -1% | -$37.1K | 0.47% | 32 |
|
|
2023
Q2 | $3.7M | Buy |
8,312
+257
| +3% | +$108K | 0.48% | 34 |
|
|
2023
Q1 | $3.31M | Sell |
8,055
-138
| -2% | -$55.3K | 0.43% | 38 |
|
|
2022
Q4 | $3.15M | Sell |
8,193
-94
| -1% | -$36.3K | 0.43% | 40 |
|
|
2022
Q3 | $2.97M | Buy |
8,287
+66
| +0.8% | +$26.4K | 0.43% | 41 |
|
|
2022
Q2 | $3.12M | Buy |
8,221
+149
| +2% | +$61.3K | 0.41% | 42 |
|
|
2022
Q1 | $3.66M | Sell |
8,072
-181
| -2% | -$81K | 0.41% | 44 |
|
|
2021
Q4 | $3.94M | Sell |
8,253
-96
| -1% | -$44.2K | 0.42% | 43 |
|
|
2021
Q3 | $3.6M | Sell |
8,349
-405
| -5% | -$179K | 0.43% | 40 |
|
|
2021
Q2 | $3.76M | Sell |
8,754
-394
| -4% | -$165K | 0.48% | 39 |
|
|
2021
Q1 | $3.64M | Buy |
9,148
+39
| +0.4% | +$15.1K | 0.49% | 41 |
|
|
2020
Q4 | $3.42M | Sell |
9,109
-279
| -3% | -$99.3K | 0.49% | 38 |
|
|
2020
Q3 | $3.15M | Sell |
9,388
-382
| -4% | -$127K | 0.5% | 34 |
|
|
2020
Q2 | $3.03M | Sell |
9,770
-452
| -4% | -$133K | 0.55% | 34 |
|
|
2020
Q1 | $2.64M | Buy |
10,222
+2,171
| +27% | +$665K | 0.51% | 39 |
|
|
2019
Q4 | $2.6M | Sell |
8,051
-50
| -0.6% | -$15.5K | 0.46% | 40 |
|
|
2019
Q3 | $2.42M | Buy |
8,101
+159
| +2% | +$47.3K | 0.46% | 43 |
|
|
2019
Q2 | $2.34M | Sell |
7,942
-855
| -10% | -$248K | 0.44% | 43 |
|
|
2019
Q1 | $2.5M | Buy |
8,797
+692
| +9% | +$189K | 0.55% | 38 |
|
|
2018
Q4 | $2.04M | Buy |
8,105
+72
| +0.9% | +$19.6K | 0.5% | 44 |
|
|
2018
Q3 | $2.35M | Buy |
8,033
+588
| +8% | +$169K | 0.56% | 38 |
|
|
2018
Q2 | $2.03M | Sell |
7,445
-1,110
| -13% | -$302K | 0.53% | 38 |
|
|
2018
Q1 | $2.27M | Sell |
8,555
-739
| -8% | -$203K | 0.62% | 33 |
|
|
2017
Q4 | $2.5M | Sell |
9,294
-412
| -4% | -$108K | 0.6% | 38 |
|
|
2017
Q3 | $2.46M | Sell |
9,706
-117
| -1% | -$29.1K | 0.63% | 37 |
|
|
2017
Q2 | $2.39M | Buy |
9,823
+786
| +9% | +$190K | 0.63% | 35 |
|
|
2017
Q1 | $2.14M | Buy |
9,037
+4,068
| +82% | +$951K | 0.55% | 47 |
|
|
2016
Q4 | $1.12M | Sell |
4,969
-1,971
| -28% | -$433K | 0.33% | 66 |
|
|
2016
Q3 | $1.51M | Sell |
6,940
-5,216
| -43% | -$1.13M | 0.44% | 46 |
|
|
2016
Q2 | $2.56M | Buy |
12,156
+11,014
| +964% | +$2.3M | 0.64% | 29 |
|
|
2016
Q1 | $236K | Sell |
1,142
-15,265
| -93% | -$2.99M | 0.06% | 101 |
|
|
2015
Q4 | $3.36M | Buy |
16,407
+15,194
| +1,253% | +$3.14M | 0.83% | 23 |
|
|
2015
Q3 | $234K | Sell |
1,213
-21,299
| -95% | -$4.35M | 0.06% | 106 |
|
|
2015
Q2 | $4.67M | Sell |
22,512
-1,005
| -4% | -$213K | 1.41% | 15 |
|
|
2015
Q1 | $4.89M | Buy |
23,517
+2,168
| +10% | +$451K | 1.78% | 10 |
|
|
2014
Q4 | $4.42M | Buy |
21,349
+20,252
| +1,846% | +$4.1M | 1.75% | 10 |
|
|
2014
Q3 | $217K | Sell |
1,097
-20,392
| -95% | -$4.06M | 0.07% | 105 |
|
|
2014
Q2 | $4.23M | Buy |
21,489
+32
| +0.1% | +$6.12K | 1.7% | 11 |
|
|
2014
Q1 | $4.04M | Sell |
21,457
-4,702
| -18% | -$868K | 1.8% | 14 |
|
|
2013
Q4 | $4.86M | Sell |
26,159
-2,815
| -10% | -$501K | 2.24% | 12 |
|
|
2013
Q3 | $4.89M | Buy |
28,974
+12,608
| +77% | +$2.12M | 3.1% | 7 |
|
|
2013
Q2 | $2.63M | Buy |
+16,366
| New | +$2.65M | 0.99% | 13 |
|
Other funds holding IVV
SNS Financial Group's IVV Position: Q1 2026 in Review
SNS Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2026, selling an estimated $6.15K and leaving 7,990 shares worth $5.22M. The position accounts for 0.45% of the portfolio, ranked #27.
SNS Financial Group first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.48M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- SNS Financial Group held 7,990 shares of iShares Core S&P 500 ETF worth $5.22M as of Q1 2026.
- SNS Financial Group sold 9 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.15K.
- iShares Core S&P 500 ETF made up 0.45% of SNS Financial Group's portfolio in Q1 2026, its #27 holding.
- SNS Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- SNS Financial Group's iShares Core S&P 500 ETF position peaked at $5.48M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.