Pinney & Scofield
IVV icon

Pinney & Scofield’s iShares Core S&P 500 ETF IVV Stock Holding History

Pinney & Scofield’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
Q3 		$932K Sell
1,217
-6
-0.5% -$4.58K 0.42% 29
2026
Q2 		$916K Sell
1,223
-38
-3% -$27.7K 0.45% 26
2026
Q1 		$824K Buy
1,261
+127
+11% +$86.7K 0.44% 26
2025
Q4 		$777K Hold
1,134
– – 0.44% 26
2025
Q3 		$759K Hold
1,134
– – 0.47% 25
2025
Q2 		$704K Hold
1,134
– – 0.48% 26
2025
Q1 		$637K Hold
1,134
– – 0.46% 26
2024
Q4 		$668K Buy
+1,134
New +$671K 0.51% 27

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pinney & Scofield's IVV Position: Q3 2026 in Review

Pinney & Scofield reduced its iShares Core S&P 500 ETF (IVV) stake by 0.49% in Q3 2026, selling an estimated $4.58K and leaving 1,217 shares worth $932K. The position accounts for 0.42% of the portfolio, ranked #29.

Pinney & Scofield first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,401 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Pinney & Scofield held 1,217 shares of iShares Core S&P 500 ETF worth $932K as of Q3 2026.
  • Pinney & Scofield sold 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
  • iShares Core S&P 500 ETF made up 0.42% of Pinney & Scofield's portfolio in Q3 2026, its #29 holding.
  • Pinney & Scofield first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,401 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.