Pines Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Pines Wealth Management's IVV Position: Q2 2026 in Review
Pines Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.62% in Q2 2026, buying an estimated $122K and bringing the position to 27,131 shares worth $20.3M. The position accounts for 5.84% of the portfolio, ranked #2.
Pines Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q4 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Pines Wealth Management held 27,131 shares of iShares Core S&P 500 ETF worth $20.3M as of Q2 2026.
- Pines Wealth Management bought 167 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $122K.
- iShares Core S&P 500 ETF made up 5.84% of Pines Wealth Management's portfolio in Q2 2026, its #2 holding.
- Pines Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- Pines Wealth Management's iShares Core S&P 500 ETF position peaked at $21.9M in Q4 2025.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.