Pacific Capital Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Pacific Capital Wealth Advisors’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	$219K	Buy	+292	New	+$213K	0.03%	86
2025 Q1	–	Sell	-311	Closed	-$183K	–	222
2024 Q4	$183K	Hold	311	–	–	0.03%	82
2024 Q3	$179K	Hold	311	–	–	0.03%	83
2024 Q2	$170K	Hold	311	–	–	0.03%	82
2024 Q1	$164K	Hold	311	–	–	0.04%	74
2023 Q4	$149K	Buy	+311	New	+$139K	0.04%	76
2020 Q4	–	Sell	-325	Closed	-$109K	–	122
2020 Q3	$109K	Buy	+325	New	+$108K	0.06%	80

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Pacific Capital Wealth Advisors's IVV Position: Q2 2026 in Review

Pacific Capital Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 292 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings. This is a return to the name: Pacific Capital Wealth Advisors previously reported a position in IVV as recently as Q4 2024.

Pacific Capital Wealth Advisors first reported a position in IVV in Q3 2020 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Pacific Capital Wealth Advisors held 292 shares of iShares Core S&P 500 ETF worth $219K as of Q2 2026.
iShares Core S&P 500 ETF was a new Pacific Capital Wealth Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 7 quarters since.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.