Perkins Coie Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Perkins Coie Trust Company’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	$204K	Hold	273	–	–	0.03%	107
2026 Q1	$178K	Hold	273	–	–	0.03%	108
2025 Q4	$187K	Hold	273	–	–	0.03%	108
2025 Q3	$183K	Hold	273	–	–	0.03%	108
2025 Q2	$170K	Hold	273	–	–	0.03%	124
2025 Q1	$153K	Hold	273	–	–	0.03%	122
2024 Q4	$161K	Hold	273	–	–	0.04%	119
2024 Q3	$157K	Hold	273	–	–	0.03%	125
2024 Q2	$149K	Hold	273	–	–	0.03%	126
2024 Q1	$144K	Hold	273	–	–	0.03%	114
2023 Q4	$130K	Hold	273	–	–	0.03%	117
2023 Q3	$117K	Hold	273	–	–	0.03%	119
2023 Q2	$122K	Buy	273 +125	+84%	+$52.7K	0.03%	94
2023 Q1	$60.8K	Hold	148	–	–	0.02%	121
2022 Q4	$56.9K	Hold	148	–	–	0.02%	122
2022 Q3	$53K	Hold	148	–	–	0.02%	125
2022 Q2	$56K	Hold	148	–	–	0.02%	121
2022 Q1	$67K	Hold	148	–	–	0.02%	123
2021 Q4	$71K	Hold	148	–	–	0.02%	124
2021 Q3	$64K	Hold	148	–	–	0.02%	137
2021 Q2	$64K	Hold	148	–	–	0.02%	142
2021 Q1	$59K	Hold	148	–	–	0.02%	141
2020 Q4	$56K	Hold	148	–	–	0.02%	147
2020 Q3	$50K	Hold	148	–	–	0.02%	142
2020 Q2	$46K	Hold	148	–	–	0.02%	155
2020 Q1	$38K	Hold	148	–	–	0.02%	169
2019 Q4	$48K	Hold	148	–	–	0.02%	175
2019 Q3	$44K	Hold	148	–	–	0.02%	175
2019 Q2	$44K	Hold	148	–	–	0.02%	176
2019 Q1	$42K	Hold	148	–	–	0.02%	173
2018 Q4	$37K	Hold	148	–	–	0.02%	176
2018 Q3	$43K	Hold	148	–	–	0.02%	183
2018 Q2	$40K	Hold	148	–	–	0.02%	189
2018 Q1	$39K	Hold	148	–	–	0.02%	190
2017 Q4	$40K	Hold	148	–	–	0.02%	188
2017 Q3	$37K	Hold	148	–	–	0.02%	194
2017 Q2	$36K	Buy	+148	New	+$35.7K	0.02%	194

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

JIC

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

NFA

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

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

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

Perkins Coie Trust Company's IVV Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 273 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #107.

Perkins Coie Trust Company first reported a position in IVV in Q2 2017 and has held it in 37 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Perkins Coie Trust Company held 273 shares of iShares Core S&P 500 ETF worth $204K as of Q2 2026.
Perkins Coie Trust Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of Perkins Coie Trust Company's portfolio in Q2 2026, its #107 holding.
Perkins Coie Trust Company first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 37 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.