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Pinnacle Bancorp’s iShares Core S&P 500 ETF IVV Stock Holding History

Pinnacle Bancorp’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pinnacle Bancorp's IVV Position: Q1 2026 in Review

Pinnacle Bancorp reduced its iShares Core S&P 500 ETF (IVV) stake by 0.75% in Q1 2026, selling an estimated $53.3K and leaving 10,299 shares worth $6.73M. The position accounts for 1.99% of the portfolio, ranked #7.

Pinnacle Bancorp first reported a position in IVV in Q1 2017 and has held it in 31 quarters since. The position peaked at $7.11M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Pinnacle Bancorp held 10,299 shares of iShares Core S&P 500 ETF worth $6.73M as of Q1 2026.
  • Pinnacle Bancorp sold 78 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $53.3K.
  • iShares Core S&P 500 ETF made up 1.99% of Pinnacle Bancorp's portfolio in Q1 2026, its #7 holding.
  • Pinnacle Bancorp first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's iShares Core S&P 500 ETF position peaked at $7.11M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.