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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.31M Buy
2,006
+730
+57% +$498K 0.69% 49
2025
Q4
$874K Buy
1,276
+88
+7% +$59.8K 0.47% 76
2025
Q3
$795K Hold
1,188
0.46% 70
2025
Q2
$738K Buy
1,188
+26
+2% +$14.9K 0.4% 63
2025
Q1
$653K Buy
+1,162
New +$686K 0.36% 61

Other funds holding IVV

Pacific Point Advisors's IVV Position: Q1 2026 in Review

Pacific Point Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 57% in Q1 2026, buying an estimated $498K and bringing the position to 2,006 shares worth $1.31M. The position accounts for 0.69% of the portfolio, ranked #49.

Pacific Point Advisors first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Pacific Point Advisors held 2,006 shares of iShares Core S&P 500 ETF worth $1.31M as of Q1 2026.
  • Pacific Point Advisors bought 730 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $498K.
  • iShares Core S&P 500 ETF made up 0.69% of Pacific Point Advisors's portfolio in Q1 2026, its #49 holding.
  • Pacific Point Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.