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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Pinney & Scofield's IVV Position: Q2 2026 in Review

Pinney & Scofield reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, selling an estimated $27.7K and leaving 1,223 shares worth $916K. The position accounts for 0.45% of the portfolio, ranked #26.

Pinney & Scofield first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Pinney & Scofield held 1,223 shares of iShares Core S&P 500 ETF worth $916K as of Q2 2026.
  • Pinney & Scofield sold 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core S&P 500 ETF made up 0.45% of Pinney & Scofield's portfolio in Q2 2026, its #26 holding.
  • Pinney & Scofield first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.