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PACK Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

PACK Private Wealth’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
Q1 		$38.1M Buy
58,274
+1,881
+3% +$1.28M 17.48% 2
2025
Q4 		$38.6M Buy
56,393
+580
+1% +$394K 17.61% 2
2025
Q3 		$37.4M Buy
55,813
+690
+1% +$444K 17.6% 2
2025
Q2 		$34.2M Buy
55,123
+2,753
+5% +$1.58M 18.14% 2
2025
Q1 		$29.4M Sell
52,370
-1,142
-2% -$674K 17.5% 2
2024
Q4 		$31.5M Sell
53,512
-1,538
-3% -$910K 18.49% 2
2024
Q3 		$31.8M Buy
55,050
+1,059
+2% +$589K 18% 2
2024
Q2 		$29.5M Buy
53,991
+307
+0.6% +$161K 18.36% 2
2024
Q1 		$28.2M Buy
53,684
+68
+0.1% +$34K 17.73% 2
2023
Q4 		$25.6M Buy
53,616
+315
+0.6% +$141K 17.25% 2
2023
Q3 		$22.9M Buy
53,301
+2,427
+5% +$1.09M 17.08% 2
2023
Q2 		$22.7M Buy
50,874
+575
+1% +$242K 16.94% 2
2023
Q1 		$20.7M Buy
50,299
+1,657
+3% +$664K 16.43% 2
2022
Q4 		$18.7M Sell
48,642
-26
-0.1% -$10K 16.03% 2
2022
Q3 		$17.5M Buy
48,668
+2,040
+4% +$815K 16.42% 2
2022
Q2 		$17.7M Buy
46,628
+3,246
+7% +$1.34M 16.13% 2
2022
Q1 		$19.7M Buy
43,382
+1,280
+3% +$572K 16.24% 2
2021
Q4 		$20.1M Buy
+42,102
New +$19.4M 15.96% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PACK Private Wealth's IVV Position: Q1 2026 in Review

PACK Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q1 2026, buying an estimated $1.28M and bringing the position to 58,274 shares worth $38.1M. The position accounts for 17.48% of the portfolio, ranked #2.

PACK Private Wealth first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $38.6M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • PACK Private Wealth held 58,274 shares of iShares Core S&P 500 ETF worth $38.1M as of Q1 2026.
  • PACK Private Wealth bought 1,881 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.28M.
  • iShares Core S&P 500 ETF made up 17.48% of PACK Private Wealth's portfolio in Q1 2026, its #2 holding.
  • PACK Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • PACK Private Wealth's iShares Core S&P 500 ETF position peaked at $38.6M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.