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Pachira Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Pachira Investments’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 		$5.8M Sell
7,739
-60
-0.8% -$43.7K 2.19% 16
2026
Q1 		$5.09M Sell
7,799
-836
-10% -$571K 2.38% 17
2025
Q4 		$5.91M Sell
8,635
-1,262
-13% -$857K 2.88% 13
2025
Q3 		$6.62M Buy
+9,897
New +$6.37M 3.72% 9
2025
Q2 		– Sell
-16,118
Closed -$9M – 56
2025
Q1 		$9M Sell
16,118
-488
-3% -$288K 6.32% 4
2024
Q4 		$9.81M Sell
16,606
-385
-2% -$228K 6.01% 5
2024
Q3 		$9.8M Sell
16,991
-389
-2% -$216K 7.55% 4
2024
Q2 		$9.51M Sell
17,380
-205
-1% -$108K 8.43% 4
2024
Q1 		$9.25M Sell
17,585
-1,516
-8% -$759K 7.56% 5
2023
Q4 		$9.12M Sell
19,101
-350
-2% -$157K 8.06% 5
2023
Q3 		$8.35M Sell
19,451
-472
-2% -$211K 9.38% 4
2023
Q2 		$8.88M Buy
+19,923
New +$8.4M 9.55% 4
2022
Q2 		– Sell
-83,953
Closed -$38.1M – 24
2022
Q1 		$38.1M Buy
83,953
+2,250
+3% +$1.01M 29.46% 1
2021
Q4 		$39M Sell
81,703
-1,630
-2% -$751K 25.14% 1
2021
Q3 		$35.9M Sell
83,333
-972
-1% -$431K 25.54% 1
2021
Q2 		$36.2M Sell
84,305
-2,444
-3% -$1.02M 25.46% 1
2021
Q1 		$34.5M Sell
86,749
-581
-0.7% -$225K 25.38% 1
2020
Q4 		$32.8M Sell
87,330
-131
-0.1% -$46.6K 31.36% 1
2020
Q3 		$29.4M Buy
87,461
+39,346
+82% +$13.1M 38.33% 1
2020
Q2 		$14.9M Buy
+48,115
New +$14.1M 26.59% 1

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Pachira Investments's IVV Position: Q2 2026 in Review

Pachira Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 0.77% in Q2 2026, selling an estimated $43.7K and leaving 7,739 shares worth $5.8M. The position accounts for 2.19% of the portfolio, ranked #16.

Pachira Investments first reported a position in IVV in Q2 2020 and has held it in 20 quarters since. The position peaked at $39M in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Pachira Investments held 7,739 shares of iShares Core S&P 500 ETF worth $5.8M as of Q2 2026.
  • Pachira Investments sold 60 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43.7K.
  • iShares Core S&P 500 ETF made up 2.19% of Pachira Investments's portfolio in Q2 2026, its #16 holding.
  • Pachira Investments first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 20 quarters since.
  • Pachira Investments's iShares Core S&P 500 ETF position peaked at $39M in Q4 2021.
  • 2,060 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.