Pinnacle Wealth Management Advisory Group’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
Q1 | $34.4M | Buy |
52,734
+1,859
| +4% | +$1.27M | 2.35% | 8 |
|
|
2025
Q4 | $34.8M | Buy |
50,875
+212
| +0.4% | +$144K | 2.4% | 10 |
|
|
2025
Q3 | $33.9M | Buy |
50,663
+986
| +2% | +$635K | 2.55% | 10 |
|
|
2025
Q2 | $30.8M | Buy |
49,677
+1,721
| +4% | +$988K | 2.56% | 9 |
|
|
2025
Q1 | $26.9M | Buy |
47,956
+1,322
| +3% | +$781K | 2.51% | 9 |
|
|
2024
Q4 | $27.5M | Buy |
46,634
+976
| +2% | +$578K | 2.57% | 9 |
|
|
2024
Q3 | $26.3M | Buy |
45,658
+2,312
| +5% | +$1.29M | 2.52% | 9 |
|
|
2024
Q2 | $23.7M | Buy |
43,346
+2,528
| +6% | +$1.33M | 2.45% | 9 |
|
|
2024
Q1 | $21.5M | Buy |
40,818
+2,479
| +6% | +$1.24M | 2.3% | 9 |
|
|
2023
Q4 | $18.3M | Buy |
38,339
+1,162
| +3% | +$520K | 2.14% | 12 |
|
|
2023
Q3 | $16M | Buy |
37,177
+1,441
| +4% | +$645K | 2.07% | 12 |
|
|
2023
Q2 | $15.9M | Buy |
35,736
+2,662
| +8% | +$1.12M | 1.98% | 14 |
|
|
2023
Q1 | $13.6M | Buy |
33,074
+2,450
| +8% | +$982K | 1.84% | 14 |
|
|
2022
Q4 | $11.8M | Buy |
30,624
+1,365
| +5% | +$527K | 1.77% | 16 |
|
|
2022
Q3 | $10.5M | Buy |
29,259
+2,174
| +8% | +$868K | 1.74% | 16 |
|
|
2022
Q2 | $10.3M | Buy |
27,085
+1,532
| +6% | +$630K | 1.66% | 14 |
|
|
2022
Q1 | $11.6M | Buy |
25,553
+3,031
| +13% | +$1.36M | 1.67% | 13 |
|
|
2021
Q4 | $10.7M | Buy |
22,522
+2,374
| +12% | +$1.09M | 1.76% | 14 |
|
|
2021
Q3 | $8.68M | Buy |
20,148
+571
| +3% | +$253K | 2.03% | 10 |
|
|
2021
Q2 | $8.42M | Buy |
19,577
+1,267
| +7% | +$531K | 1.97% | 10 |
|
|
2021
Q1 | $7.28M | Buy |
18,310
+1,563
| +9% | +$605K | 2.05% | 11 |
|
|
2020
Q4 | $6.29M | Buy |
16,747
+1,370
| +9% | +$488K | 1.92% | 14 |
|
|
2020
Q3 | $5.17M | Buy |
15,377
+1,031
| +7% | +$343K | 1.8% | 16 |
|
|
2020
Q2 | $4.44M | Buy |
14,346
+1,404
| +11% | +$412K | 1.65% | 16 |
|
|
2020
Q1 | $3.34M | Buy |
12,942
+1,103
| +9% | +$338K | 1.62% | 17 |
|
|
2019
Q4 | $3.83M | Buy |
11,839
+2,040
| +21% | +$631K | 1.43% | 18 |
|
|
2019
Q3 | $2.92M | Buy |
9,799
+1,555
| +19% | +$462K | 1.23% | 22 |
|
|
2019
Q2 | $2.43M | Buy |
8,244
+1,675
| +25% | +$485K | 1.03% | 23 |
|
|
2019
Q1 | $1.87M | Buy |
6,569
+417
| +7% | +$114K | 0.84% | 30 |
|
|
2018
Q4 | $1.55M | Sell |
6,152
-636
| -9% | -$173K | 0.84% | 33 |
|
|
2018
Q3 | $1.99M | Buy |
6,788
+1,573
| +30% | +$451K | 0.98% | 23 |
|
|
2018
Q2 | $1.42M | Buy |
5,215
+1,165
| +29% | +$317K | 0.77% | 34 |
|
|
2018
Q1 | $1.07M | Sell |
4,050
-69
| -2% | -$19K | 0.61% | 50 |
|
|
2017
Q4 | $1.11M | Buy |
4,119
+723
| +21% | +$189K | 0.61% | 48 |
|
|
2017
Q3 | $859K | Buy |
3,396
+1,250
| +58% | +$310K | 0.5% | 63 |
|
|
2017
Q2 | $522K | Buy |
2,146
+616
| +40% | +$149K | 0.32% | 86 |
|
|
2017
Q1 | $363K | Buy |
1,530
+480
| +46% | +$112K | 0.25% | 90 |
|
|
2016
Q4 | $236K | Buy |
+1,050
| New | +$231K | 0.17% | 113 |
|
Other funds holding IVV
Pinnacle Wealth Management Advisory Group's IVV Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q1 2026, buying an estimated $1.27M and bringing the position to 52,734 shares worth $34.4M. The position accounts for 2.35% of the portfolio, ranked #8.
Pinnacle Wealth Management Advisory Group first reported a position in IVV in Q4 2016 and has held it in 38 quarters since. The position peaked at $34.8M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 52,734 shares of iShares Core S&P 500 ETF worth $34.4M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group bought 1,859 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.27M.
- iShares Core S&P 500 ETF made up 2.35% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #8 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
- Pinnacle Wealth Management Advisory Group's iShares Core S&P 500 ETF position peaked at $34.8M 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 Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.