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First Pacific Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

First Pacific Financial’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 		$1.04M Buy
1,391
+97
+7% +$70.6K 0.12% 86
2026
Q1 		$845K Buy
1,294
+347
+37% +$237K 0.11% 92
2025
Q4 		$649K Buy
947
+230
+32% +$156K 0.08% 111
2025
Q3 		$480K Sell
717
-56
-7% -$36.1K 0.07% 129
2025
Q2 		$480K Buy
773
+147
+23% +$84.4K 0.07% 134
2025
Q1 		$351K Hold
626
– – 0.07% 115
2024
Q4 		$368K Buy
626
+280
+81% +$166K 0.09% 115
2024
Q3 		$199K Sell
346
-108
-24% -$60K 0.05% 131
2024
Q2 		$248K Sell
454
-50
-10% -$26.3K 0.06% 110
2024
Q1 		$265K Buy
504
+48
+11% +$24K 0.07% 111
2023
Q4 		$218K Buy
456
+113
+33% +$50.6K 0.07% 113
2023
Q3 		$147K Hold
343
– – 0.07% 110
2023
Q2 		$153K Buy
+343
New +$145K 0.06% 108

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

First Pacific Financial's IVV Position: Q2 2026 in Review

First Pacific Financial increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q2 2026, buying an estimated $70.6K and bringing the position to 1,391 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #86.

First Pacific Financial first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 1,824 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • First Pacific Financial held 1,391 shares of iShares Core S&P 500 ETF worth $1.04M as of Q2 2026.
  • First Pacific Financial bought 97 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $70.6K.
  • iShares Core S&P 500 ETF made up 0.12% of First Pacific Financial's portfolio in Q2 2026, its #86 holding.
  • First Pacific Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,824 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.