Perissos Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Perissos Private Wealth Management's IVV Position: Q2 2026 in Review
Perissos Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, buying an estimated $141K and bringing the position to 7,698 shares worth $5.76M. The position accounts for 3.89% of the portfolio, ranked #9.
Perissos Private Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q2 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Perissos Private Wealth Management held 7,698 shares of iShares Core S&P 500 ETF worth $5.76M as of Q2 2026.
- Perissos Private Wealth Management bought 194 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
- iShares Core S&P 500 ETF made up 3.89% of Perissos Private Wealth Management's portfolio in Q2 2026, its #9 holding.
- Perissos Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
- Perissos Private Wealth Management's iShares Core S&P 500 ETF position peaked at $11.7M in Q2 2025.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.