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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$32M Buy
+46,757
New +$31.8M 3.86% 4

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Marshall Wace
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Royal Bank of Canada
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IVV Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2025: 46,757 shares worth $32M. The stake represents 3.86% of the portfolio and ranks #4 among its holdings.

4,013 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 46,757 shares of iShares Core S&P 500 ETF worth $32M as of Q4 2025.
  • iShares Core S&P 500 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core S&P 500 ETF made up 3.86% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #4 holding.
  • 4,013 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.