IVV IShares Core S&P 500 ETF

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares Core S&P 500 ETF (IVV) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.24% in 2025 Q4. The latest visible filing shows IVV at 2.17% 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 County Bank /CT/'s position in IShares Core S&P 500 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 2.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q4

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 County Bank /CT/ held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,235 0% 2.17% $4.1M 2026-05-15 (Est.) $658.96
2025 Q4 REDUCED 6,235 -7 -0.1% 2.24% $4.3M 2026-01-14 $691.65
2025 Q3 UNCHANGED 6,242 0% 2.13% $4.2M 2025-10-08 $672.24
2025 Q2 REDUCED 6,242 -82 -1.3% 2.08% $3.9M 2025-07-17 $625.15
2025 Q1 REDUCED 6,324 -166 -2.6% 1.96% $3.6M 2025-04-07 $500.18
2024 Q4 ADDED 6,490 +35 +0.5% 2.13% $3.8M 2025-01-07 $582.52
2024 Q3 REDUCED 6,455 -1,344 -17.2% 1.84% $3.7M 2024-11-12 $588.50
2024 Q2 REDUCED 7,799 -710 -8.3% 2.19% $4.3M 2024-08-15 $543.63
2024 Q1 ADDED 8,509 +351 +4.3% 2.19% $4.5M 2024-05-14 $512.56
2023 Q4 UNCHANGED 8,158 0% 1.89% $3.9M 2024-02-14 $486.73
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ 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 County Bank /CT/ reported owning IVV?

First County Bank /CT/ reported IVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVV position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IVV was 2.24% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 6,235 shares, equal to 2.17% of portfolio, with an estimated market value of $4.1M.

What does the chart on this IVV ownership page compare?

The chart compares First County Bank /CT/'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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