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Patriot Investment Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Patriot Investment Management Group’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 		$18.9M Sell
25,206
-20
-0.1% -$14.6K 1.09% 13
2026
Q1 		$16.5M Buy
25,226
+30
+0.1% +$20.5K 1.05% 15
2025
Q4 		$17.3M Buy
25,196
+6,330
+34% +$4.3M 1.09% 13
2025
Q3 		$12.6M Sell
18,866
-605
-3% -$390K 0.82% 20
2025
Q2 		$12.1M Sell
19,471
-25
-0.1% -$14.4K 0.84% 19
2025
Q1 		$11M Sell
19,496
-421
-2% -$249K 0.82% 20
2024
Q4 		$11.7M Sell
19,917
-1,144
-5% -$677K 0.88% 19
2024
Q3 		$12.1M Sell
21,061
-37
-0.2% -$20.6K 0.89% 18
2024
Q2 		$11.5M Sell
21,098
-353
-2% -$186K 0.9% 18
2024
Q1 		$11.3M Buy
21,451
+910
+4% +$455K 0.89% 18
2023
Q4 		$9.81M Sell
20,541
-7,045
-26% -$3.15M 0.84% 21
2023
Q3 		$11.8M Sell
27,586
-241
-0.9% -$108K 1.09% 17
2023
Q2 		$12.4M Sell
27,827
-1,197
-4% -$504K 1.05% 18
2023
Q1 		$11.9M Buy
29,024
+367
+1% +$147K 1.05% 19
2022
Q4 		$11.7M Buy
28,657
+5,279
+23% +$2.04M 1.01% 19
2022
Q3 		$8.38M Sell
23,378
-100
-0.4% -$39.9K 0.86% 24
2022
Q2 		$8.9M Buy
23,478
+431
+2% +$177K 0.87% 24
2022
Q1 		$10.5M Sell
23,047
-146
-0.6% -$65.3K 0.91% 21
2021
Q4 		$11.1M Sell
23,193
-362
-2% -$167K 0.94% 21
2021
Q3 		$10.1M Sell
23,555
-43
-0.2% -$19.1K 0.92% 22
2021
Q2 		$10.1M Sell
23,598
-491
-2% -$206K 0.94% 23
2021
Q1 		$9.58M Buy
24,089
+16,610
+222% +$6.43M 0.95% 22
2020
Q4 		$2.81M Sell
7,479
-16,521
-69% -$5.88M 0.42% 34
2020
Q3 		$8.06M Sell
24,000
-1,699
-7% -$565K 0.96% 23
2020
Q2 		$7.96M Buy
25,699
+1,312
+5% +$385K 1.01% 22
2020
Q1 		$6.3M Buy
24,387
+1,316
+6% +$403K 0.96% 23
2019
Q4 		$7.46M Sell
23,071
-1,163
-5% -$360K 0.96% 24
2019
Q3 		$7.13M Sell
24,234
-53
-0.2% -$15.8K 0.99% 24
2019
Q2 		$7.16M Sell
24,287
-242
-1% -$70.1K 1% 22
2019
Q1 		$6.98M Buy
+24,529
New +$6.71M 1.03% 22

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Patriot Investment Management Group's IVV Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, selling an estimated $14.6K and leaving 25,206 shares worth $18.9M. The position accounts for 1.09% of the portfolio, ranked #13.

Patriot Investment Management Group first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 1,654 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Patriot Investment Management Group held 25,206 shares of iShares Core S&P 500 ETF worth $18.9M as of Q2 2026.
  • Patriot Investment Management Group sold 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Core S&P 500 ETF made up 1.09% of Patriot Investment Management Group's portfolio in Q2 2026, its #13 holding.
  • Patriot Investment Management Group first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.