Panoramic Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Panoramic Investment 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	$3.43M	Buy	4,583 +49	+1%	+$35.7K	1.64%	14
2026 Q1	$2.96M	Buy	4,534 +57	+1%	+$38.9K	1.6%	15
2025 Q4	$3.07M	Buy	4,477 +93	+2%	+$63.2K	1.67%	15
2025 Q3	$2.93M	Buy	4,384 +50	+1%	+$32.2K	1.65%	18
2025 Q2	$2.69M	Buy	4,334 +40	+0.9%	+$23K	1.65%	19
2025 Q1	$2.41M	Buy	4,294 +40	+0.9%	+$23.6K	1.63%	20
2024 Q4	$2.5M	Buy	4,254 +71	+2%	+$42K	1.63%	18
2024 Q3	$2.41M	Buy	+4,183	New	+$2.33M	1.67%	15
2024 Q1	$2.05M	Buy	3,906 +187	+5%	+$93.6K	1.51%	18
2023 Q4	$1.78M	Buy	3,719 +73	+2%	+$32.7K	1.54%	18
2023 Q3	$1.57M	Buy	+3,646	New	+$1.63M	1.44%	20
2022 Q4	$1.26M	Buy	+3,275	New	+$1.26M	1.29%	20

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Panoramic Investment Advisors's IVV Position: Q2 2026 in Review

Panoramic Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $35.7K and bringing the position to 4,583 shares worth $3.43M. The position accounts for 1.64% of the portfolio, ranked #14.

Panoramic Investment Advisors first reported a position in IVV in Q4 2022 and has held it in 12 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Panoramic Investment Advisors held 4,583 shares of iShares Core S&P 500 ETF worth $3.43M as of Q2 2026.
Panoramic Investment Advisors bought 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
iShares Core S&P 500 ETF made up 1.64% of Panoramic Investment Advisors's portfolio in Q2 2026, its #14 holding.
Panoramic Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.