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Southern Michigan Bank & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Southern Michigan Bank & Trust’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 		$175K Sell
234
-5,987
-96% -$4.36M 0.06% 100
2026
Q1 		$4.06M Buy
+6,221
New +$4.25M 1.56% 10

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Southern Michigan Bank & Trust's IVV Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 96% in Q2 2026, selling an estimated $4.36M and leaving 234 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #100.

Southern Michigan Bank & Trust first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.06M in Q1 2026. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Southern Michigan Bank & Trust held 234 shares of iShares Core S&P 500 ETF worth $175K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 5,987 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.36M.
  • iShares Core S&P 500 ETF made up 0.06% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #100 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's iShares Core S&P 500 ETF position peaked at $4.06M in Q1 2026.
  • 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.