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PBMares Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$1.79M Buy
2,669
+612
+30% +$394K 0.29% 44
2025
Q2 		$1.28M Sell
2,057
-448
-18% -$257K 0.23% 54
2025
Q1 		$1.41M Sell
2,505
-784
-24% -$463K 0.28% 49
2024
Q4 		$1.94M Buy
3,289
+116
+4% +$68.7K 0.4% 38
2024
Q3 		$1.83M Sell
3,173
-319
-9% -$177K 0.38% 38
2024
Q2 		$1.91M Sell
3,492
-27
-0.8% -$14.2K 0.47% 36
2024
Q1 		$1.85M Sell
3,519
-1,155
-25% -$578K 0.48% 34
2023
Q4 		$2.23M Sell
4,674
-102
-2% -$45.7K 0.67% 29
2023
Q3 		$2.05M Buy
4,776
+173
+4% +$77.4K 0.74% 23
2023
Q2 		$2.05M Hold
4,603
– – 0.73% 23
2023
Q1 		$1.89M Buy
4,603
+161
+4% +$64.5K 0.7% 23
2022
Q4 		$1.71M Sell
4,442
-83
-2% -$32K 0.69% 25
2022
Q3 		$1.62M Buy
4,525
+292
+7% +$117K 0.71% 29
2022
Q2 		$1.6M Buy
4,233
+312
+8% +$128K 0.69% 27
2022
Q1 		$1.78M Buy
3,921
+333
+9% +$149K 1.1% 16
2021
Q4 		$1.71M Buy
3,588
+1,402
+64% +$646K 0.72% 21
2021
Q3 		$942K Buy
2,186
+168
+8% +$74.4K 0.45% 47
2021
Q2 		$868K Sell
2,018
-47
-2% -$19.7K 0.47% 54
2021
Q1 		$822K Buy
2,065
+5
+0.2% +$1.94K 0.67% 52
2020
Q4 		$773K Buy
2,060
+5
+0.2% +$1.78K 0.89% 40
2020
Q3 		$691K Buy
2,055
+18
+0.9% +$5.99K 1.02% 35
2020
Q2 		$631K Buy
2,037
+234
+13% +$68.7K 0.95% 36
2020
Q1 		$466K Buy
1,803
+19
+1% +$5.82K 0.73% 44
2019
Q4 		$577K Buy
+1,784
New +$552K 0.69% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PBMares Wealth Management's IVV Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q3 2025, buying an estimated $394K and bringing the position to 2,669 shares worth $1.79M. The position accounts for 0.29% of the portfolio, ranked #44.

PBMares Wealth Management first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.23M in Q4 2023. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • PBMares Wealth Management held 2,669 shares of iShares Core S&P 500 ETF worth $1.79M as of Q3 2025.
  • PBMares Wealth Management bought 612 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $394K.
  • iShares Core S&P 500 ETF made up 0.29% of PBMares Wealth Management's portfolio in Q3 2025, its #44 holding.
  • PBMares Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares Core S&P 500 ETF position peaked at $2.23M in Q4 2023.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.