Trust Company of the South’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
Q2
$5.82M Buy
7,776
+360
+5% +$262K 0.82% 20
2026
Q1
$4.84M Sell
7,416
-48
-0.6% -$32.8K 0.78% 20
2025
Q4
$5.11M Buy
7,464
+737
+11% +$500K 0.82% 20
2025
Q3
$4.5M Hold
6,727
0.75% 20
2025
Q2
$4.18M Hold
6,727
0.74% 21
2025
Q1
$3.78M Buy
6,727
+110
+2% +$65K 0.79% 21
2024
Q4
$3.9M Buy
6,617
+89
+1% +$52.7K 0.79% 21
2024
Q3
$3.77M Hold
6,528
0.8% 18
2024
Q2
$3.57M Hold
6,528
0.85% 17
2024
Q1
$3.43M Sell
6,528
-277
-4% -$139K 0.79% 17
2023
Q4
$3.25M Buy
+6,805
New +$3.05M 0.86% 17

Other funds holding IVV

Trust Company of the South's IVV Position: Q2 2026 in Review

Trust Company of the South increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q2 2026, buying an estimated $262K and bringing the position to 7,776 shares worth $5.82M. The position accounts for 0.82% of the portfolio, ranked #20.

Trust Company of the South first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,573 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Trust Company of the South held 7,776 shares of iShares Core S&P 500 ETF worth $5.82M as of Q2 2026.
  • Trust Company of the South bought 360 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $262K.
  • iShares Core S&P 500 ETF made up 0.82% of Trust Company of the South's portfolio in Q2 2026, its #20 holding.
  • Trust Company of the South first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,573 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.