VeraBank’s iShares Core S&P 500 ETF IVV Stock Holding History

VeraBank’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	$32.7M	Buy	49,996 +964	+2%	+$658K	5.98%	3
2025 Q4	$33.6M	Buy	49,032 +2,640	+6%	+$1.79M	6.11%	3
2025 Q3	$31.1M	Buy	46,392 +2,352	+5%	+$1.51M	5.8%	4
2025 Q2	$27.3M	Buy	44,040 +8,632	+24%	+$4.96M	5.49%	5
2025 Q1	$19.9M	Buy	35,408 +3,385	+11%	+$2M	5.55%	4
2024 Q4	$18.9M	Buy	32,023 +5,665	+21%	+$3.35M	5.31%	4
2024 Q3	$15.2M	Buy	26,358 +534	+2%	+$297K	4.45%	4
2024 Q2	$14.1M	Buy	25,824 +538	+2%	+$283K	4.39%	4
2024 Q1	$13.3M	Buy	25,286 +1,322	+6%	+$661K	4.14%	4
2023 Q4	$11.4M	Buy	23,964 +4,250	+22%	+$1.9M	3.85%	5
2023 Q3	$8.47M	Buy	19,714 +1,229	+7%	+$550K	3.25%	8
2023 Q2	$8.24M	Buy	18,485 +13,031	+239%	+$5.49M	3.17%	8
2023 Q1	$2.24M	Buy	+5,454	New	+$2.19M	1.04%	22
2022 Q2	–	Sell	-492	Closed	-$223K	–	131
2022 Q1	$223K	Hold	492	–	–	0.12%	122
2021 Q4	$235K	Buy	+492	New	+$227K	0.12%	123

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

VeraBank's IVV Position: Q1 2026 in Review

VeraBank increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, buying an estimated $658K and bringing the position to 49,996 shares worth $32.7M. The position accounts for 5.98% of the portfolio, ranked #3.

VeraBank first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. The position peaked at $33.6M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

VeraBank held 49,996 shares of iShares Core S&P 500 ETF worth $32.7M as of Q1 2026.
VeraBank bought 964 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $658K.
iShares Core S&P 500 ETF made up 5.98% of VeraBank's portfolio in Q1 2026, its #3 holding.
VeraBank first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
VeraBank's iShares Core S&P 500 ETF position peaked at $33.6M in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.