PCG Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

PCG Wealth 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	$4.1M	Buy	5,477 +1,017	+23%	+$741K	0.92%	32
2026 Q1	$2.91M	Buy	4,460 +218	+5%	+$149K	0.74%	44
2025 Q4	$2.91M	Buy	4,242 +63	+2%	+$42.8K	0.82%	42
2025 Q3	$2.8M	Buy	4,179 +116	+3%	+$74.7K	0.81%	42
2025 Q2	$2.52M	Buy	4,063 +359	+10%	+$206K	1.29%	24
2025 Q1	$2.08M	Buy	3,704 +689	+23%	+$407K	0.73%	46
2024 Q4	$1.77M	Sell	3,015 -4	-0.1%	-$2.37K	0.66%	49
2024 Q3	$1.74M	Buy	3,019 +30	+1%	+$16.7K	0.67%	48
2024 Q2	$1.64M	Sell	2,989 -259	-8%	-$136K	0.71%	45
2024 Q1	$1.71M	Sell	3,248 -396	-11%	-$198K	0.81%	41
2023 Q4	$1.74M	Buy	3,644 +7	+0.2%	+$3.13K	0.97%	35
2023 Q3	$1.56M	Sell	3,637 -10	-0.3%	-$4.47K	1.02%	25
2023 Q2	$1.63M	Sell	3,647 -335	-8%	-$141K	1.01%	29
2023 Q1	$1.64M	Sell	3,982 -151	-4%	-$60.5K	1.03%	27
2022 Q4	$1.59M	Sell	4,133 -5,197	-56%	-$2.01M	1.01%	25
2022 Q3	$3.35M	Buy	9,330 +4,536	+95%	+$1.81M	1.19%	17
2022 Q2	$1.82M	Buy	4,794 +89	+2%	+$36.6K	1.3%	16
2022 Q1	$2.13M	Sell	4,705 -569	-11%	-$254K	1.36%	18
2021 Q4	$2.52M	Buy	+5,274	New	+$2.43M	1.75%	16

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

PCG Wealth Advisors's IVV Position: Q2 2026 in Review

PCG Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q2 2026, buying an estimated $741K and bringing the position to 5,477 shares worth $4.1M. The position accounts for 0.92% of the portfolio, ranked #32.

PCG Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

PCG Wealth Advisors held 5,477 shares of iShares Core S&P 500 ETF worth $4.1M as of Q2 2026.
PCG Wealth Advisors bought 1,017 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $741K.
iShares Core S&P 500 ETF made up 0.92% of PCG Wealth Advisors's portfolio in Q2 2026, its #32 holding.
PCG Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.