Pacifica Partners
IVV icon

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
Q3 		$3.62M Buy
4,716
+504
+12% +$385K 1.09% 31
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pacifica Partners's IVV Position: Q3 2026 in Review

Pacifica Partners increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $385K and bringing the position to 4,716 shares worth $3.62M. The position accounts for 1.09% of the portfolio, ranked #31.

Pacifica Partners first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Pacifica Partners held 4,716 shares of iShares Core S&P 500 ETF worth $3.62M as of Q3 2026.
  • Pacifica Partners bought 504 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $385K.
  • iShares Core S&P 500 ETF made up 1.09% of Pacifica Partners's portfolio in Q3 2026, its #31 holding.
  • Pacifica Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.