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

Texas 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 		$828K Buy
1,105
+83
+8% +$60.4K 0.27% 92
2026
Q1 		$668K Buy
1,022
+477
+88% +$326K 0.25% 98
2025
Q4 		$373K Hold
545
– – 0.14% 137
2025
Q3 		$365K Sell
545
-18
-3% -$11.6K 0.14% 133
2025
Q2 		$350K Hold
563
– – 0.14% 135
2025
Q1 		$316K Hold
563
– – 0.13% 144
2024
Q4 		$331K Buy
+563
New +$333K 0.14% 139

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Texas Bank & Trust increased its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q2 2026, buying an estimated $60.4K and bringing the position to 1,105 shares worth $828K. The position accounts for 0.27% of the portfolio, ranked #92.

Texas Bank & Trust first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Texas Bank & Trust held 1,105 shares of iShares Core S&P 500 ETF worth $828K as of Q2 2026.
  • Texas Bank & Trust bought 83 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Core S&P 500 ETF made up 0.27% of Texas Bank & Trust's portfolio in Q2 2026, its #92 holding.
  • Texas Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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