Pine Grove Financial Group
IVV icon

Pine Grove Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Pine Grove Financial Group’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
Q3 		$81.5M Buy
106,406
+7,498
+8% +$5.72M 7.89% 1
2026
Q2 		$74.2M Buy
98,908
+38,237
+63% +$27.8M 7.49% 1
2026
Q1 		$39.6M Buy
60,671
+13,914
+30% +$9.5M 4.61% 4
2025
Q4 		$32M Buy
+46,757
New +$31.8M 3.86% 4

Other funds holding IVV

Nisa Investment Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pine Grove Financial Group's IVV Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q3 2026, buying an estimated $5.72M and bringing the position to 106,406 shares worth $81.5M. The position accounts for 7.89% of the portfolio, ranked #1.

Pine Grove Financial Group first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 1,226 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Pine Grove Financial Group held 106,406 shares of iShares Core S&P 500 ETF worth $81.5M as of Q3 2026.
  • Pine Grove Financial Group bought 7,498 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.72M.
  • iShares Core S&P 500 ETF made up 7.89% of Pine Grove Financial Group's portfolio in Q3 2026, its #1 holding.
  • Pine Grove Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,226 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.