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PFG Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

PFG Investments’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 		$6.98M Buy
9,314
+2,207
+31% +$1.61M 0.27% 69
2026
Q1 		$4.64M Sell
7,107
-3,521
-33% -$2.4M 0.22% 83
2025
Q4 		$7.28M Sell
10,628
-205
-2% -$139K 0.34% 55
2025
Q3 		$7.25M Buy
10,833
+234
+2% +$151K 0.38% 51
2025
Q2 		$6.58M Buy
10,599
+328
+3% +$188K 0.39% 49
2025
Q1 		$5.77M Buy
10,271
+285
+3% +$168K 0.37% 49
2024
Q4 		$5.88M Buy
9,986
+7,397
+286% +$4.38M 0.37% 48
2024
Q3 		$1.49M Buy
2,589
+101
+4% +$56.2K 0.1% 209
2024
Q2 		$1.36M Sell
2,488
-304
-11% -$160K 0.1% 198
2024
Q1 		$1.47M Buy
2,792
+1,550
+125% +$776K 0.09% 254
2023
Q4 		$593K Sell
1,242
-264
-18% -$118K 0.11% 209
2023
Q3 		$647K Sell
1,506
-4,904
-77% -$2.19M 0.12% 187
2023
Q2 		$2.86M Buy
6,410
+4,751
+286% +$2M 0.51% 37
2023
Q1 		$682K Buy
+1,659
New +$665K 0.14% 168

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

PFG Investments's IVV Position: Q2 2026 in Review

PFG Investments increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $1.61M and bringing the position to 9,314 shares worth $6.98M. The position accounts for 0.27% of the portfolio, ranked #69.

PFG Investments first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.28M in Q4 2025. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • PFG Investments held 9,314 shares of iShares Core S&P 500 ETF worth $6.98M as of Q2 2026.
  • PFG Investments bought 2,207 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Core S&P 500 ETF made up 0.27% of PFG Investments's portfolio in Q2 2026, its #69 holding.
  • PFG Investments first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Core S&P 500 ETF position peaked at $7.28M in Q4 2025.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.