Pineridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Pineridge Advisors’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
2025 Q3	$2.31M	Sell	3,457 -1,013	-23%	-$652K	0.66%	15
2025 Q2	$2.78M	Buy	4,470 +52	+1%	+$29.9K	1.01%	12
2025 Q1	$2.48M	Sell	4,418 -151	-3%	-$89.2K	0.97%	12
2024 Q4	$2.69M	Sell	4,569 -19	-0.4%	-$11.2K	1.02%	13
2024 Q3	$2.65M	Sell	4,588 -472	-9%	-$262K	1%	22
2024 Q2	$2.77M	Sell	5,060 -162	-3%	-$85.2K	0.94%	20
2024 Q1	$2.75M	Sell	5,222 -272	-5%	-$136K	0.97%	16
2023 Q4	$2.62M	Buy	+5,494	New	+$2.46M	0.87%	19

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Pineridge Advisors's IVV Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 23% in Q3 2025, selling an estimated $652K and leaving 3,457 shares worth $2.31M. The position accounts for 0.66% of the portfolio, ranked #15.

Pineridge Advisors first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.78M in Q2 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Pineridge Advisors held 3,457 shares of iShares Core S&P 500 ETF worth $2.31M as of Q3 2025.
Pineridge Advisors sold 1,013 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $652K.
iShares Core S&P 500 ETF made up 0.66% of Pineridge Advisors's portfolio in Q3 2025, its #15 holding.
Pineridge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core S&P 500 ETF position peaked at $2.78M in Q2 2025.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.