UMB Bank’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 | $471M | Buy |
720,762
+30,974
| +4% | +$21.2M | 6.57% | 2 |
|
|
2025
Q4 | $472M | Buy |
689,788
+34,398
| +5% | +$23.4M | 6.28% | 2 |
|
|
2025
Q3 | $439M | Sell |
655,390
-5,977
| -0.9% | -$3.85M | 6.45% | 2 |
|
|
2025
Q2 | $411M | Buy |
661,367
+48,350
| +8% | +$27.8M | 6.4% | 2 |
|
|
2025
Q1 | $344M | Buy |
613,017
+53,294
| +10% | +$31.5M | 5.68% | 2 |
|
|
2024
Q4 | $329M | Buy |
559,723
+4,468
| +0.8% | +$2.64M | 5.21% | 3 |
|
|
2024
Q3 | $320M | Sell |
555,255
-1,056
| -0.2% | -$587K | 4.99% | 2 |
|
|
2024
Q2 | $304M | Buy |
556,311
+11,670
| +2% | +$6.14M | 4.99% | 2 |
|
|
2024
Q1 | $286M | Buy |
544,641
+15,867
| +3% | +$7.94M | 4.53% | 2 |
|
|
2023
Q4 | $253M | Buy |
528,774
+9,974
| +2% | +$4.46M | 3.69% | 4 |
|
|
2023
Q3 | $223M | Sell |
518,800
-4,563
| -0.9% | -$2.04M | 3.58% | 4 |
|
|
2023
Q2 | $233M | Sell |
523,363
-13,049
| -2% | -$5.5M | 3.54% | 4 |
|
|
2023
Q1 | $221M | Sell |
536,412
-16,733
| -3% | -$6.71M | 3.53% | 4 |
|
|
2022
Q4 | $213M | Sell |
553,145
-22,892
| -4% | -$8.83M | 3.36% | 3 |
|
|
2022
Q3 | $207M | Sell |
576,037
-6,894
| -1% | -$2.75M | 3.48% | 3 |
|
|
2022
Q2 | $221M | Buy |
582,931
+8,259
| +1% | +$3.4M | 3.44% | 3 |
|
|
2022
Q1 | $261M | Sell |
574,672
-6,947
| -1% | -$3.11M | 3.45% | 4 |
|
|
2021
Q4 | $277M | Buy |
581,619
+50,152
| +9% | +$23.1M | 3.5% | 3 |
|
|
2021
Q3 | $229M | Buy |
531,467
+24,024
| +5% | +$10.6M | 5.15% | 2 |
|
|
2021
Q2 | $218M | Buy |
507,443
+1,747
| +0.3% | +$732K | 4.99% | 2 |
|
|
2021
Q1 | $201M | Buy |
505,696
+5,682
| +1% | +$2.2M | 4.92% | 2 |
|
|
2020
Q4 | $188M | Sell |
500,014
-45,110
| -8% | -$16.1M | 5.05% | 2 |
|
|
2020
Q3 | $169M | Hold |
545,124
| – | – | 5.23% | 2 |
|
|
2020
Q2 | $169M | Sell |
545,124
-7,179
| -1% | -$2.11M | 5.23% | 2 |
|
|
2020
Q1 | $143M | Sell |
552,303
-16,450
| -3% | -$5.04M | 5.11% | 2 |
|
|
2019
Q4 | $184M | Buy |
568,753
+14,582
| +3% | +$4.51M | 5.06% | 2 |
|
|
2019
Q3 | $165K | Sell |
554,171
-7,731
| -1% | -$2.3M | 3.97% | 3 |
|
|
2019
Q2 | $166K | Buy |
561,902
+2,839
| +0.5% | +$823K | 4.06% | 3 |
|
|
2019
Q1 | $159M | Buy |
559,063
+33,718
| +6% | +$9.22M | 4.85% | 2 |
|
|
2018
Q4 | $132K | Sell |
525,345
-2,321
| -0.4% | -$630K | 4.04% | 3 |
|
|
2018
Q3 | $154M | Buy |
527,666
+12,907
| +3% | +$3.7M | 4.59% | 2 |
|
|
2018
Q2 | $141M | Buy |
514,759
+499
| +0.1% | +$136K | 4.46% | 2 |
|
|
2018
Q1 | $136M | Buy |
514,260
+8,054
| +2% | +$2.21M | 4.41% | 2 |
|
|
2017
Q4 | $136M | Buy |
506,206
+1,483
| +0.3% | +$388K | 4.44% | 2 |
|
|
2017
Q3 | $128M | Buy |
504,723
+11,324
| +2% | +$2.81M | 4.39% | 2 |
|
|
2017
Q2 | $120M | Sell |
493,399
-5,343
| -1% | -$1.29M | 4.2% | 2 |
|
|
2017
Q1 | $118M | Buy |
498,742
+22,135
| +5% | +$5.18M | 4.14% | 2 |
|
|
2016
Q4 | $107M | Buy |
476,607
+13,583
| +3% | +$2.99M | 3.95% | 2 |
|
|
2016
Q3 | $101M | Buy |
463,024
+658
| +0.1% | +$143K | 4.06% | 2 |
|
|
2016
Q2 | $97.3M | Buy |
462,366
+12,237
| +3% | +$2.55M | 4.1% | 2 |
|
|
2016
Q1 | $93M | Sell |
450,129
-433
| -0.1% | -$84.9K | 3.97% | 2 |
|
|
2015
Q4 | $92.3M | Buy |
+450,562
| New | +$93.1M | 4.02% | 2 |
|
Other funds holding IVV
UMB Bank's IVV Position: Q1 2026 in Review
UMB Bank increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q1 2026, buying an estimated $21.2M and bringing the position to 720,762 shares worth $471M. The position accounts for 6.57% of the portfolio, ranked #2.
UMB Bank first reported a position in IVV in Q4 2015 and has held it in 42 quarters since. The position peaked at $472M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- UMB Bank held 720,762 shares of iShares Core S&P 500 ETF worth $471M as of Q1 2026.
- UMB Bank bought 30,974 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $21.2M.
- iShares Core S&P 500 ETF made up 6.57% of UMB Bank's portfolio in Q1 2026, its #2 holding.
- UMB Bank first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
- UMB Bank's iShares Core S&P 500 ETF position peaked at $472M in Q4 2025.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.