IVV ISHARES TR CORE S&P500 ETF

Ownership history in First Bank & Trust  ·  24 quarters on record

AI Ownership Summary

First Bank & Trust reported ISHARES TR CORE S&P500 ETF (IVV) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2026 Q1. The latest visible filing shows IVV at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in ISHARES TR CORE S&P500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVV was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,268 +2,459 +36.1% 0.98% $6.1M 2026-04-10 $682.62
2025 Q4 ADDED 6,809 +546 +8.7% 0.76% $4.7M 2026-01-12 $696.38
2025 Q3 ADDED 6,263 +326 +5.5% 0.71% $4.2M 2025-10-10 $652.15
2025 Q2 ADDED 5,937 +825 +16.1% 0.66% $3.7M 2025-07-09 $621.29
2025 Q1 ADDED 5,112 +1,698 +49.7% 0.56% $2.9M 2025-04-28 $546.65
2024 Q4 ADDED 3,414 +1,186 +53.2% 0.39% $2.0M 2025-02-03 $591.49
2024 Q3 ADDED 2,228 +187 +9.2% 0.24% $1.3M 2024-10-24 $571.12
2024 Q2 ADDED 2,041 +490 +31.6% 0.23% $1.1M 2024-07-09 $546.32
2024 Q1 ADDED 1,551 +125 +8.8% 0.17% $815K 2024-04-17 $490.22
2023 Q4 REDUCED 1,426 -412 -22.4% 0.16% $681K 2024-01-12 $465.27
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning IVV?

First Bank & Trust reported IVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVV position in First Bank & Trust's portfolio?

The largest reported portfolio weight for IVV was 0.98% in 2026 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 9,268 shares, equal to 0.98% of portfolio, with an estimated market value of $6.1M.

What does the chart on this IVV ownership page compare?

The chart compares First Bank & Trust's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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