Piedmont Capital Management (Montana)’s iShares Core S&P 500 ETF IVV Stock Holding History

Piedmont Capital Management (Montana)’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	$1.13M	Buy	1,509 +278	+23%	+$202K	0.57%	27
2026 Q1	$814K	Buy	1,231 +131	+12%	+$89.5K	0.41%	31
2025 Q4	$753K	Buy	1,100 +150	+16%	+$102K	0.38%	33
2025 Q3	$636K	Buy	950 +19	+2%	+$12.2K	0.34%	34
2025 Q2	$578K	Buy	931 +23	+3%	+$13.2K	0.33%	35
2025 Q1	$453K	Buy	908 +26	+3%	+$15.4K	0.33%	35
2024 Q4	$518K	Buy	882 +26	+3%	+$15.4K	0.31%	37
2024 Q3	$503K	Buy	856 +324	+61%	+$180K	0.3%	38
2024 Q2	$278K	Hold	532	–	–	0.19%	42
2024 Q1	$278K	Buy	532 +33	+7%	+$16.5K	0.19%	42
2023 Q4	$238K	Sell	499 -5	-1%	-$2.24K	0.17%	44
2023 Q3	$216K	Buy	504 +19	+4%	+$8.5K	0.17%	44
2023 Q2	$216K	Sell	485 -19	-4%	-$8.01K	0.16%	43
2023 Q1	$206K	Buy	+504	New	+$202K	0.16%	43
2022 Q3	–	Sell	-560	Closed	-$212K	–	42
2022 Q2	$212K	Sell	560 -268	-32%	-$110K	0.22%	37
2022 Q1	$379K	Buy	828 +351	+74%	+$157K	0.28%	35
2021 Q4	$228K	Buy	+477	New	+$220K	0.18%	41
2021 Q3	–	Sell	-40,561	Closed	-$2.39M	–	44
2021 Q2	$2.39M	Buy	+40,561	New	+$17M	1.98%	12

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Piedmont Capital Management (Montana)'s IVV Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q2 2026, buying an estimated $202K and bringing the position to 1,509 shares worth $1.13M. The position accounts for 0.57% of the portfolio, ranked #27.

Piedmont Capital Management (Montana) first reported a position in IVV in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q2 2021. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Piedmont Capital Management (Montana) held 1,509 shares of iShares Core S&P 500 ETF worth $1.13M as of Q2 2026.
Piedmont Capital Management (Montana) bought 278 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $202K.
iShares Core S&P 500 ETF made up 0.57% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #27 holding.
Piedmont Capital Management (Montana) first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
Piedmont Capital Management (Montana)'s iShares Core S&P 500 ETF position peaked at $2.39M in Q2 2021.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.