Union Savings Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Union Savings 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 Q2	$729K	Hold	974	–	–	0.29%	62
2026 Q1	$636K	Buy	974 +43	+5%	+$29.4K	0.28%	65
2025 Q4	$638K	Buy	+931	New	+$632K	0.28%	63
2025 Q2	$591K	Buy	931 +60	+7%	+$34.5K	0.27%	63
2025 Q1	$489K	Hold	871	–	–	0.24%	76
2024 Q4	$513K	Hold	871	–	–	0.25%	73
2024 Q3	$502K	Sell	871 -7	-0.8%	-$3.89K	0.25%	76
2024 Q2	$480K	Hold	878	–	–	0.25%	79
2024 Q1	$462K	Hold	878	–	–	0.24%	82
2023 Q4	$419K	Buy	878 +4	+0.5%	+$1.79K	0.24%	88
2023 Q3	$375K	Hold	874	–	–	0.23%	90
2023 Q2	$402K	Buy	+874	New	+$368K	0.24%	90

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Union Savings Bank's IVV Position: Q2 2026 in Review

Union Savings Bank held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 974 shares worth $729K. The position accounts for 0.29% of the portfolio, ranked #62.

Union Savings Bank first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. 2,158 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Union Savings Bank held 974 shares of iShares Core S&P 500 ETF worth $729K as of Q2 2026.
Union Savings Bank left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.29% of Union Savings Bank's portfolio in Q2 2026, its #62 holding.
Union Savings Bank first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
2,158 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.