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Peak Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Peak Planning 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 		$50.3M Buy
67,160
+2,945
+5% +$2.14M 11.35% 2
2026
Q1 		$41.9M Buy
64,215
+3,645
+6% +$2.49M 11.63% 1
2025
Q4 		$41.5M Buy
60,570
+28,268
+88% +$19.2M 11.63% 1
2025
Q3 		$21.6M Buy
32,302
+5,628
+21% +$3.62M 11.26% 2
2025
Q2 		$16.6M Sell
26,674
-20,367
-43% -$11.7M 10.6% 2
2025
Q1 		$26.4M Buy
47,041
+671
+1% +$396K 11.12% 1
2024
Q4 		$27.3M Buy
46,370
+3,232
+7% +$1.91M 11.37% 1
2024
Q3 		$24.9M Buy
43,138
+4,776
+12% +$2.66M 10.91% 1
2024
Q2 		$21M Buy
38,362
+5,123
+15% +$2.69M 10.32% 1
2024
Q1 		$17.5M Buy
33,239
+1,520
+5% +$761K 10.95% 1
2023
Q4 		$15.2M Buy
31,719
+52
+0.2% +$23.3K 10.9% 2
2023
Q3 		$13.6M Buy
31,667
+21
+0.1% +$9.39K 10.65% 2
2023
Q2 		$14.1M Buy
31,646
+2,724
+9% +$1.15M 10.48% 2
2023
Q1 		$11.9M Buy
28,922
+345
+1% +$138K 9.65% 2
2022
Q4 		$11M Sell
28,577
-8,834
-24% -$3.41M 9.66% 2
2022
Q3 		$13.4M Sell
37,411
-7,411
-17% -$2.96M 12.42% 1
2022
Q2 		$17M Buy
+44,822
New +$18.4M 14.28% 1
2021
Q4 		$19.1M Buy
40,015
+4,548
+13% +$2.1M 14.09% 1
2021
Q3 		$15.3M Buy
+35,467
New +$15.7M 13.15% 1
2021
Q1 		$11.5M Buy
28,836
+3,973
+16% +$1.54M 11.19% 2
2020
Q4 		$9.33M Sell
24,863
-360
-1% -$128K 10.6% 2
2020
Q3 		$8.48M Buy
+25,223
New +$8.39M 11.86% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Peak Planning Group's IVV Position: Q2 2026 in Review

Peak Planning Group increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q2 2026, buying an estimated $2.14M and bringing the position to 67,160 shares worth $50.3M. The position accounts for 11.35% of the portfolio, ranked #2.

Peak Planning Group first reported a position in IVV in Q3 2020 and has held it in 22 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Peak Planning Group held 67,160 shares of iShares Core S&P 500 ETF worth $50.3M as of Q2 2026.
  • Peak Planning Group bought 2,945 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.14M.
  • iShares Core S&P 500 ETF made up 11.35% of Peak Planning Group's portfolio in Q2 2026, its #2 holding.
  • Peak Planning Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.