Pettyjohn Wood & White’s iShares Core S&P 500 ETF IVV Stock Holding History

Pettyjohn Wood & White’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 Q1	$4.82M	Sell	7,384 -3	-0%	-$2.05K	0.77%	39
2025 Q4	$5.06M	Buy	7,387 +1,882	+34%	+$1.28M	0.79%	36
2025 Q3	$3.68M	Buy	5,505 +377	+7%	+$243K	0.61%	46
2025 Q2	$3.18M	Hold	5,128	–	–	0.57%	48
2025 Q1	$2.88M	Sell	5,128 -35	-0.7%	-$20.7K	0.55%	50
2024 Q4	$3.04M	Sell	5,163 -73	-1%	-$43.2K	0.56%	47
2024 Q3	$3.02M	Sell	5,236 -129	-2%	-$71.7K	0.56%	48
2024 Q2	$2.94M	Buy	5,365 +1,100	+26%	+$578K	0.57%	45
2024 Q1	$2.24M	Sell	4,265 -163	-4%	-$81.6K	0.45%	57
2023 Q4	$2.11M	Buy	4,428 +90	+2%	+$40.3K	0.46%	54
2023 Q3	$1.86M	Buy	4,338 +410	+10%	+$183K	0.44%	55
2023 Q2	$1.75M	Hold	3,928	–	–	0.4%	56
2023 Q1	$1.61M	Buy	3,928 +242	+7%	+$97K	0.39%	60
2022 Q4	$1.42M	Buy	3,686 +292	+9%	+$113K	0.35%	64
2022 Q3	$1.22M	Buy	3,394 +133	+4%	+$53.1K	0.32%	69
2022 Q2	$1.24M	Hold	3,261	–	–	0.29%	70
2022 Q1	$1.48M	Sell	3,261 -66	-2%	-$29.5K	0.32%	67
2021 Q4	$1.59M	Hold	3,327	–	–	0.33%	68
2021 Q3	$1.43M	Hold	3,327	–	–	0.32%	70
2021 Q2	$1.43M	Sell	3,327 -55	-2%	-$23K	0.32%	69
2021 Q1	$1.34M	Hold	3,382	–	–	0.32%	69
2020 Q4	$1.27M	Buy	3,382 +225	+7%	+$80.1K	0.32%	66
2020 Q3	$1.06M	Sell	3,157 -731	-19%	-$243K	0.31%	67
2020 Q2	$1.2M	Hold	3,888	–	–	0.38%	58
2020 Q1	$1M	Sell	3,888 -230	-6%	-$70.5K	0.37%	62
2019 Q4	$1.33M	Sell	4,118 -250	-6%	-$77.4K	0.38%	62
2019 Q3	$1.3M	Sell	4,368 -180	-4%	-$53.5K	0.4%	61
2019 Q2	$1.34M	Hold	4,548	–	–	0.42%	59
2019 Q1	$1.29M	Hold	4,548	–	–	0.42%	59
2018 Q4	$1.14M	Buy	4,548 +994	+28%	+$270K	0.42%	63
2018 Q3	$1.04M	Buy	3,554 +177	+5%	+$50.8K	0.34%	71
2018 Q2	$922K	Hold	3,377	–	–	0.32%	73
2018 Q1	$896K	Sell	3,377 -110	-3%	-$30.3K	0.32%	74
2017 Q4	$937K	Buy	3,487 +86	+3%	+$22.5K	0.34%	75
2017 Q3	$860K	Hold	3,401	–	–	0.32%	71
2017 Q2	$828K	Hold	3,401	–	–	0.31%	75
2017 Q1	$807K	Sell	3,401 -133	-4%	-$31.1K	0.3%	74
2016 Q4	$795K	Sell	3,534 -100	-3%	-$22K	0.31%	72
2016 Q3	$791K	Sell	3,634 -75	-2%	-$16.3K	0.38%	65
2016 Q2	$781K	Sell	3,709 -1,539	-29%	-$321K	0.31%	76
2016 Q1	$1.08M	Sell	5,248 -800	-13%	-$157K	0.44%	65
2015 Q4	$1.24M	Buy	6,048 +4,200	+227%	+$868K	0.53%	57
2015 Q3	$356K	Hold	1,848	–	–	0.16%	96
2015 Q2	$383K	Hold	1,848	–	–	0.16%	95
2015 Q1	$384K	Hold	1,848	–	–	0.16%	94
2014 Q4	$382K	Hold	1,848	–	–	0.16%	92
2014 Q3	$366K	Hold	1,848	–	–	0.16%	97
2014 Q2	$364K	Hold	1,848	–	–	0.16%	100
2014 Q1	$348K	Buy	+1,848	New	+$341K	0.16%	99

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pettyjohn Wood & White's IVV Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q1 2026, selling an estimated $2.05K and leaving 7,384 shares worth $4.82M. The position accounts for 0.77% of the portfolio, ranked #39.

Pettyjohn Wood & White first reported a position in IVV in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.06M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Pettyjohn Wood & White held 7,384 shares of iShares Core S&P 500 ETF worth $4.82M as of Q1 2026.
Pettyjohn Wood & White sold 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.77% of Pettyjohn Wood & White's portfolio in Q1 2026, its #39 holding.
Pettyjohn Wood & White first reported a position in iShares Core S&P 500 ETF in Q1 2014 and has held it in 49 quarters since.
Pettyjohn Wood & White's iShares Core S&P 500 ETF position peaked at $5.06M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.