Pinnacle Wealth Planning Services’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 | $5.7M | Buy |
8,726
+425
| +5% | +$290K | 0.59% | 25 |
|
|
2025
Q4 | $5.69M | Sell |
8,301
-370
| -4% | -$251K | 0.59% | 24 |
|
|
2025
Q3 | $5.8M | Buy |
8,671
+252
| +3% | +$162K | 0.68% | 25 |
|
|
2025
Q2 | $5.23M | Buy |
8,419
+415
| +5% | +$238K | 0.69% | 21 |
|
|
2025
Q1 | $4.5M | Sell |
8,004
-353
| -4% | -$208K | 0.68% | 21 |
|
|
2024
Q4 | $4.92M | Buy |
8,357
+39
| +0.5% | +$23.1K | 0.74% | 20 |
|
|
2024
Q3 | $4.8M | Sell |
8,318
-528
| -6% | -$294K | 0.65% | 19 |
|
|
2024
Q2 | $4.84M | Sell |
8,846
-129
| -1% | -$67.8K | 0.69% | 16 |
|
|
2024
Q1 | $4.72M | Buy |
8,975
+553
| +7% | +$277K | 0.69% | 16 |
|
|
2023
Q4 | $4.02M | Sell |
8,422
-27
| -0.3% | -$12.1K | 0.63% | 22 |
|
|
2023
Q3 | $3.63M | Sell |
8,449
-36
| -0.4% | -$16.1K | 0.6% | 22 |
|
|
2023
Q2 | $3.78M | Buy |
8,485
+450
| +6% | +$190K | 0.61% | 21 |
|
|
2023
Q1 | $3.3M | Buy |
8,035
+141
| +2% | +$56.5K | 0.55% | 28 |
|
|
2022
Q4 | $3.03M | Buy |
7,894
+3,315
| +72% | +$1.28M | 0.54% | 33 |
|
|
2022
Q3 | $1.64M | Sell |
4,579
-368
| -7% | -$147K | 0.3% | 56 |
|
|
2022
Q2 | $1.88M | Buy |
4,947
+683
| +16% | +$281K | 0.34% | 52 |
|
|
2022
Q1 | $1.94M | Sell |
4,264
-88
| -2% | -$39.4K | 0.35% | 48 |
|
|
2021
Q4 | $2.08M | Sell |
4,352
-43
| -1% | -$19.8K | 0.41% | 45 |
|
|
2021
Q3 | $1.89M | Buy |
4,395
+40
| +0.9% | +$17.7K | 0.42% | 49 |
|
|
2021
Q2 | $1.87M | Sell |
4,355
-317
| -7% | -$133K | 0.44% | 50 |
|
|
2021
Q1 | $1.86M | Sell |
4,672
-359
| -7% | -$139K | 0.48% | 45 |
|
|
2020
Q4 | $1.89M | Sell |
5,031
-66
| -1% | -$23.5K | 0.45% | 35 |
|
|
2020
Q3 | $1.71M | Sell |
5,097
-1,764
| -26% | -$587K | 0.57% | 31 |
|
|
2020
Q2 | $2.13M | Buy |
6,861
+1,058
| +18% | +$311K | 0.69% | 31 |
|
|
2020
Q1 | $1.5M | Buy |
5,803
+1,352
| +30% | +$414K | 0.71% | 29 |
|
|
2019
Q4 | $1.44M | Sell |
4,451
-508
| -10% | -$157K | 0.68% | 27 |
|
|
2019
Q3 | $1.48M | Buy |
4,959
+91
| +2% | +$27K | 0.81% | 21 |
|
|
2019
Q2 | $1.44M | Buy |
4,868
+270
| +6% | +$78.2K | 0.87% | 20 |
|
|
2019
Q1 | $1.31M | Sell |
4,598
-708
| -13% | -$194K | 0.88% | 20 |
|
|
2018
Q4 | $1.33M | Buy |
5,306
+1,387
| +35% | +$377K | 0.85% | 21 |
|
|
2018
Q3 | $1.15M | Sell |
3,919
-220
| -5% | -$63.1K | 1.05% | 23 |
|
|
2018
Q2 | $1.13M | Sell |
4,139
-353
| -8% | -$96K | 1.1% | 21 |
|
|
2018
Q1 | $1.19M | Sell |
4,492
-2,880
| -39% | -$792K | 1.23% | 16 |
|
|
2017
Q4 | $1.98M | Buy |
+7,372
| New | +$1.93M | 4.04% | 6 |
|
Other funds holding IVV
Pinnacle Wealth Planning Services's IVV Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q1 2026, buying an estimated $290K and bringing the position to 8,726 shares worth $5.7M. The position accounts for 0.59% of the portfolio, ranked #25.
Pinnacle Wealth Planning Services first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.8M in Q3 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Pinnacle Wealth Planning Services held 8,726 shares of iShares Core S&P 500 ETF worth $5.7M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 425 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $290K.
- iShares Core S&P 500 ETF made up 0.59% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #25 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's iShares Core S&P 500 ETF position peaked at $5.8M in Q3 2025.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.