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 Q2	$39.9M	Buy	53,310 +3,314	+7%	+$2.41M	6.61%	3
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

VeraBank's IVV Position: Q2 2026 in Review

VeraBank increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q2 2026, buying an estimated $2.41M and bringing the position to 53,310 shares worth $39.9M. The position accounts for 6.61% of the portfolio, ranked #3.

VeraBank first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

VeraBank held 53,310 shares of iShares Core S&P 500 ETF worth $39.9M as of Q2 2026.
VeraBank bought 3,314 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.41M.
iShares Core S&P 500 ETF made up 6.61% of VeraBank's portfolio in Q2 2026, its #3 holding.
VeraBank first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.