Pinnacle Bancorp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.1M | Buy |
10,813
+514
| +5% | +$374K | 2.11% | 6 |
|
|
2026
Q1 | $6.73M | Sell |
10,299
-78
| -0.8% | -$53.3K | 1.99% | 7 |
|
|
2025
Q4 | $7.11M | Buy |
10,377
+3
| +0% | +$2.04K | 2.08% | 7 |
|
|
2025
Q3 | $6.94M | Buy |
10,374
+464
| +5% | +$299K | 2.05% | 7 |
|
|
2025
Q2 | $6.15M | Buy |
9,910
+436
| +5% | +$250K | 1.9% | 7 |
|
|
2025
Q1 | $5.32M | Buy |
9,474
+162
| +2% | +$95.7K | 1.74% | 7 |
|
|
2024
Q4 | $5.48M | Buy |
9,312
+10
| +0.1% | +$5.92K | 1.78% | 8 |
|
|
2024
Q3 | $5.37M | Buy |
9,302
+1,265
| +16% | +$703K | 1.43% | 9 |
|
|
2024
Q2 | $4.4M | Sell |
8,037
-15
| -0.2% | -$7.89K | 1.3% | 11 |
|
|
2024
Q1 | $4.23M | Buy |
8,052
+284
| +4% | +$142K | 1.25% | 12 |
|
|
2023
Q4 | $3.71M | Buy |
7,768
+5
| +0.1% | +$2.24K | 1.21% | 13 |
|
|
2023
Q3 | $3.33M | Buy |
7,763
+673
| +9% | +$301K | 1.18% | 13 |
|
|
2023
Q2 | $3.16M | Buy |
7,090
+245
| +4% | +$103K | 1.08% | 15 |
|
|
2023
Q1 | $2.81M | Buy |
6,845
+1,161
| +20% | +$465K | 1.03% | 13 |
|
|
2022
Q4 | $2.18M | Sell |
5,684
-20
| -0.4% | -$7.72K | 0.84% | 23 |
|
|
2022
Q3 | $2.05M | Sell |
5,704
-51
| -0.9% | -$20.4K | 0.88% | 21 |
|
|
2022
Q2 | $2.18M | Sell |
5,755
-2,308
| -29% | -$949K | 0.9% | 22 |
|
|
2022
Q1 | $3.66M | Buy |
8,063
+3,799
| +89% | +$1.7M | 1.27% | 15 |
|
|
2021
Q4 | $2.03M | Sell |
4,264
-33
| -0.8% | -$15.2K | 0.72% | 26 |
|
|
2021
Q3 | $1.85M | Sell |
4,297
-356
| -8% | -$158K | 0.74% | 27 |
|
|
2021
Q2 | $2M | Sell |
4,653
-131
| -3% | -$54.9K | 0.91% | 16 |
|
|
2021
Q1 | $1.9M | Buy |
4,784
+5
| +0.1% | +$1.94K | 0.92% | 16 |
|
|
2020
Q4 | $1.79M | Buy |
4,779
+3
| +0.1% | +$1.07K | 1.11% | 15 |
|
|
2020
Q3 | $1.6M | Sell |
4,776
-50
| -1% | -$16.6K | 1.13% | 16 |
|
|
2020
Q2 | $1.5M | Buy |
4,826
+175
| +4% | +$51.4K | 1.11% | 16 |
|
|
2020
Q1 | $1.2M | Buy |
4,651
+125
| +3% | +$38.3K | 1.03% | 16 |
|
|
2019
Q4 | $1.46M | Buy |
4,526
+679
| +18% | +$210K | 1.01% | 17 |
|
|
2019
Q3 | $1.15M | Buy |
3,847
+93
| +2% | +$27.6K | 0.66% | 26 |
|
|
2019
Q2 | $1.11M | Hold |
3,754
| – | – | 0.62% | 30 |
|
|
2019
Q1 | $1.07M | Buy |
3,754
+232
| +7% | +$63.4K | 0.62% | 31 |
|
|
2018
Q4 | $886K | Buy |
+3,522
| New | +$956K | 0.55% | 33 |
|
|
2017
Q1 | $584K | Buy |
+2,461
| New | +$576K | 0.41% | 44 |
|
Other funds holding IVV
CM
Pinnacle Bancorp's IVV Position: Q2 2026 in Review
Pinnacle Bancorp increased its iShares Core S&P 500 ETF (IVV) stake by 5% in Q2 2026, buying an estimated $374K and bringing the position to 10,813 shares worth $8.1M. The position accounts for 2.11% of the portfolio, ranked #6.
Pinnacle Bancorp first reported a position in IVV in Q1 2017 and has held it in 32 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Pinnacle Bancorp held 10,813 shares of iShares Core S&P 500 ETF worth $8.1M as of Q2 2026.
- Pinnacle Bancorp bought 514 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $374K.
- iShares Core S&P 500 ETF made up 2.11% of Pinnacle Bancorp's portfolio in Q2 2026, its #6 holding.
- Pinnacle Bancorp first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 32 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.