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

STAR Financial 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
Q1 		$2.03M Sell
3,111
-615
-17% -$420K 0.96% 23
2025
Q4 		$2.55M Buy
3,726
+640
+21% +$435K 1.3% 23
2025
Q3 		$2.07M Buy
3,086
+45
+1% +$29K 1.22% 19
2025
Q2 		$1.89M Buy
3,041
+120
+4% +$68.9K 1.2% 30
2025
Q1 		$1.64M Buy
2,921
+1,452
+99% +$857K 1.2% 26
2024
Q4 		$865K Sell
1,469
-650
-31% -$385K 0.62% 39
2024
Q3 		$1.22M Sell
2,119
-551
-21% -$306K 0.82% 35
2024
Q2 		$1.46M Sell
2,670
-550
-17% -$289K 1.13% 21
2024
Q1 		$1.69M Hold
3,220
– – 1.45% 16
2023
Q4 		$1.54M Buy
3,220
+1,996
+163% +$893K 1.4% 16
2023
Q3 		$526K Sell
1,224
-31
-2% -$13.9K 0.54% 45
2023
Q2 		$559K Sell
1,255
-51
-4% -$21.5K 0.52% 47
2023
Q1 		$537K Sell
1,306
-10
-0.8% -$4.01K 0.52% 47
2022
Q4 		$506K Buy
+1,316
New +$508K 0.5% 51

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

STAR Financial Bank's IVV Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, selling an estimated $420K and leaving 3,111 shares worth $2.03M. The position accounts for 0.96% of the portfolio, ranked #23.

STAR Financial Bank first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • STAR Financial Bank held 3,111 shares of iShares Core S&P 500 ETF worth $2.03M as of Q1 2026.
  • STAR Financial Bank sold 615 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $420K.
  • iShares Core S&P 500 ETF made up 0.96% of STAR Financial Bank's portfolio in Q1 2026, its #23 holding.
  • STAR Financial Bank first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's iShares Core S&P 500 ETF position peaked at $2.55M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.