Pine Ridge Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Pine Ridge Advisers’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	$88.2M	Buy	135,039 +13	+0%	+$8.88K	5.43%	3
2025 Q4	$92.5M	Buy	135,026 +17	+0%	+$11.5K	5.52%	4
2025 Q3	$90.4M	Buy	135,009 +14	+0%	+$9.02K	5.38%	4
2025 Q2	$83.8M	Hold	134,995	–	–	5.28%	5
2025 Q1	$75.9M	Hold	134,995	–	–	6.5%	4
2024 Q4	$79.5M	Buy	134,995 +74	+0.1%	+$43.8K	7.07%	3
2024 Q3	$77.8M	Hold	134,921	–	–	7.75%	3
2024 Q2	$73.8M	Hold	134,921	–	–	7.87%	3
2024 Q1	$70.9M	Hold	134,921	–	–	8.29%	4
2023 Q4	$64.4M	Hold	134,921	–	–	11.35%	2
2023 Q3	$57.9M	Hold	134,921	–	–	12.25%	2
2023 Q2	$60.1M	Sell	134,921 -3,375	-2%	-$1.42M	13.29%	2
2023 Q1	$56.9M	Hold	138,296	–	–	11.87%	2
2022 Q4	$53.1M	Buy	138,296 +133,501	+2,784%	+$51.5M	14.09%	2
2022 Q3	$1.72M	Hold	4,795	–	–	0.53%	16
2022 Q2	$1.82M	Hold	4,795	–	–	0.59%	15
2022 Q1	$2.17M	Hold	4,795	–	–	0.59%	16
2021 Q4	$2.29M	Hold	4,795	–	–	0.63%	18
2021 Q3	$2.07M	Hold	4,795	–	–	0.58%	18
2021 Q2	$2.06M	Hold	4,795	–	–	0.69%	16
2021 Q1	$1.91M	Hold	4,795	–	–	0.75%	16
2020 Q4	$1.8M	Buy	+4,795	New	+$1.71M	0.76%	16

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

Pine Ridge Advisers's IVV Position: Q1 2026 in Review

Pine Ridge Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 0.01% in Q1 2026, buying an estimated $8.88K and bringing the position to 135,039 shares worth $88.2M. The position accounts for 5.43% of the portfolio, ranked #3.

Pine Ridge Advisers first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $92.5M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Pine Ridge Advisers held 135,039 shares of iShares Core S&P 500 ETF worth $88.2M as of Q1 2026.
Pine Ridge Advisers bought 13 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.88K.
iShares Core S&P 500 ETF made up 5.43% of Pine Ridge Advisers's portfolio in Q1 2026, its #3 holding.
Pine Ridge Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Pine Ridge Advisers's iShares Core S&P 500 ETF position peaked at $92.5M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.