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

Pinnacle Financial Group’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 Q2	$429K	Sell	573 -77	-12%	-$56.1K	0.1%	78
2026 Q1	$425K	Sell	650 -25	-4%	-$17.1K	0.12%	72
2025 Q4	$463K	Hold	675	–	–	0.13%	68
2025 Q3	$452K	Sell	675 -9	-1%	-$5.8K	0.14%	67
2025 Q2	$425K	Sell	684 -211	-24%	-$121K	0.14%	63
2025 Q1	$503K	Sell	895 -70	-7%	-$41.3K	0.18%	52
2024 Q4	$568K	Buy	965 +209	+28%	+$124K	0.22%	45
2024 Q3	$436K	Sell	756 -47	-6%	-$26.1K	0.17%	52
2024 Q2	$439K	Hold	803	–	–	0.19%	48
2024 Q1	$422K	Sell	803 -181	-18%	-$90.6K	0.19%	47
2023 Q4	$470K	Hold	984	–	–	0.24%	42
2023 Q3	$422K	Sell	984 -37	-4%	-$16.6K	0.25%	41
2023 Q2	$455K	Sell	1,021 -199	-16%	-$83.9K	0.26%	40
2023 Q1	$502K	Sell	1,220 -102	-8%	-$40.9K	0.3%	37
2022 Q4	$508K	Buy	1,322 +219	+20%	+$84.5K	0.36%	36
2022 Q3	$396K	Hold	1,103	–	–	0.34%	35
2022 Q2	$418K	Sell	1,103 -49	-4%	-$20.2K	0.36%	33
2022 Q1	$523K	Sell	1,152 -19	-2%	-$8.5K	0.42%	29
2021 Q4	$559K	Buy	+1,171	New	+$540K	0.43%	30

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Pinnacle Financial Group's IVV Position: Q2 2026 in Review

Pinnacle Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $56.1K and leaving 573 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #78.

Pinnacle Financial Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $568K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Pinnacle Financial Group held 573 shares of iShares Core S&P 500 ETF worth $429K as of Q2 2026.
Pinnacle Financial Group sold 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
iShares Core S&P 500 ETF made up 0.1% of Pinnacle Financial Group's portfolio in Q2 2026, its #78 holding.
Pinnacle Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Pinnacle Financial Group's iShares Core S&P 500 ETF position peaked at $568K in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.