Pacifica Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Pacifica Partners’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	$3.15M	Buy	4,212 +161	+4%	+$117K	0.95%	32
2026 Q1	$2.65M	Buy	4,051 +619	+18%	+$423K	0.88%	31
2025 Q4	$2.36M	Sell	3,432 -37	-1%	-$25.1K	1.05%	30
2025 Q3	$2.33M	Buy	3,469 +95	+3%	+$61.2K	0.83%	38
2025 Q2	$2.08M	Sell	3,374 -170	-5%	-$97.6K	0.85%	37
2025 Q1	$1.91M	Buy	3,544 +492	+16%	+$291K	0.87%	38
2024 Q4	$1.79M	Buy	3,052 +133	+5%	+$78.7K	0.77%	40
2024 Q3	$1.68M	Sell	2,919 -743	-20%	-$413K	0.7%	43
2024 Q2	$2.03M	Sell	3,662 -70	-2%	-$36.8K	0.87%	32
2024 Q1	$1.95M	Sell	3,732 -692	-16%	-$346K	0.86%	35
2023 Q4	$2.03M	Buy	4,424 +450	+11%	+$201K	1%	32
2023 Q3	$1.69M	Buy	3,974 +959	+32%	+$429K	0.92%	35
2023 Q2	$1.34M	Sell	3,015 -1,006	-25%	-$424K	0.76%	41
2023 Q1	$1.65M	Sell	4,021 -6	-0.1%	-$2.41K	0.99%	36
2022 Q4	$1.54M	Buy	4,027 +324	+9%	+$125K	1.05%	36
2022 Q3	$1.4M	Sell	3,703 -31	-0.8%	-$12.4K	1.01%	36
2022 Q2	$1.45M	Sell	3,734 -2	-0.1%	-$823	1%	36
2022 Q1	$1.64M	Buy	3,736 +1,013	+37%	+$453K	1.07%	34
2021 Q4	$1.28M	Buy	2,723 +898	+49%	+$414K	0.84%	42
2021 Q3	$813K	Buy	1,825 +195	+12%	+$86.4K	0.59%	48
2021 Q2	$702K	Sell	1,630 -987	-38%	-$413K	0.53%	50
2021 Q1	$1.06M	Sell	2,617 -211	-7%	-$81.7K	0.87%	44
2020 Q4	$1.05M	Buy	2,828 +48	+2%	+$17.1K	1.01%	39
2020 Q3	$935K	Sell	2,780 -1,695	-38%	-$564K	1.02%	37
2020 Q2	$1.4M	Buy	4,475 +118	+3%	+$34.6K	1.55%	20
2020 Q1	$1.16M	Sell	4,357 -272	-6%	-$83.3K	1.44%	24
2019 Q4	$1.5M	Buy	+4,629	New	+$1.43M	1.45%	23

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Pacifica Partners's IVV Position: Q2 2026 in Review

Pacifica Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $117K and bringing the position to 4,212 shares worth $3.15M. The position accounts for 0.95% of the portfolio, ranked #32.

Pacifica Partners first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Pacifica Partners held 4,212 shares of iShares Core S&P 500 ETF worth $3.15M as of Q2 2026.
Pacifica Partners bought 161 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $117K.
iShares Core S&P 500 ETF made up 0.95% of Pacifica Partners's portfolio in Q2 2026, its #32 holding.
Pacifica Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.