PCA Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

PCA Investment Advisory Services’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	$48.8M	Sell	64,958 -698	-1%	-$508K	13.6%	1
2026 Q1	$43M	Buy	65,656 +2,429	+4%	+$1.66M	14.35%	1
2025 Q4	$43.4M	Buy	63,227 +692	+1%	+$470K	15.18%	1
2025 Q3	$42M	Buy	62,535 +2,814	+5%	+$1.81M	15.52%	1
2025 Q2	$37.1M	Buy	59,721 +6,896	+13%	+$3.96M	15.62%	1
2025 Q1	$29.7M	Buy	52,825 +7,907	+18%	+$4.67M	15.69%	1
2024 Q4	$26.4M	Buy	44,918 +1,825	+4%	+$1.08M	12.24%	1
2024 Q3	$24.9M	Buy	43,093 +1,575	+4%	+$876K	11.71%	1
2024 Q2	$22.7M	Sell	41,518 -1,333	-3%	-$701K	11.9%	1
2024 Q1	$22.5M	Buy	42,851 +1,871	+5%	+$936K	12.66%	1
2023 Q4	$19.6M	Buy	40,980 +182	+0.4%	+$81.5K	12.93%	1
2023 Q3	$17.5M	Buy	40,798 +217	+0.5%	+$97.1K	12.49%	1
2023 Q2	$18.1M	Sell	40,581 -2,646	-6%	-$1.12M	10.79%	1
2023 Q1	$17.8M	Buy	+43,227	New	+$17.3M	12.57%	1

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

PCA Investment Advisory Services's IVV Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $508K and leaving 64,958 shares worth $48.8M. The position accounts for 13.6% of the portfolio, ranked #1.

PCA Investment Advisory Services first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

PCA Investment Advisory Services held 64,958 shares of iShares Core S&P 500 ETF worth $48.8M as of Q2 2026.
PCA Investment Advisory Services sold 698 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $508K.
iShares Core S&P 500 ETF made up 13.6% of PCA Investment Advisory Services's portfolio in Q2 2026, its #1 holding.
PCA Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.