PCB Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

PCB Capital’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	$228K	Buy	+304	New	+$221K	0.28%	106

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PCB Capital's IVV Position: Q2 2026 in Review

PCB Capital opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 304 shares worth $228K. The stake represents 0.28% of the portfolio and ranks #106 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

PCB Capital held 304 shares of iShares Core S&P 500 ETF worth $228K as of Q2 2026.
iShares Core S&P 500 ETF was a new PCB Capital position in Q2 2026.
iShares Core S&P 500 ETF made up 0.28% of PCB Capital's portfolio in Q2 2026, its #106 holding.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PCB Capital's 13F filing for Q2 2026, filed 20 Jul 2026.