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

Penobscot 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
2026
Q2 		$266K Buy
+355
New +$259K 0.07% 101
2026
Q1 		– Sell
-294
Closed -$201K – 111
2025
Q4 		$201K Buy
+294
New +$200K 0.06% 105

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Penobscot Wealth Management's IVV Position: Q2 2026 in Review

Penobscot Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 355 shares worth $266K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Penobscot Wealth Management previously reported a position in IVV as recently as Q4 2025.

Penobscot Wealth Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Penobscot Wealth Management held 355 shares of iShares Core S&P 500 ETF worth $266K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Penobscot Wealth Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Penobscot Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Penobscot Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 858 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.