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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pinney & Scofield's IVV Position: Q1 2026 in Review

Pinney & Scofield increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $86.7K and bringing the position to 1,261 shares worth $824K. The position accounts for 0.44% of the portfolio, ranked #26.

Pinney & Scofield first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Pinney & Scofield held 1,261 shares of iShares Core S&P 500 ETF worth $824K as of Q1 2026.
  • Pinney & Scofield bought 127 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $86.7K.
  • iShares Core S&P 500 ETF made up 0.44% of Pinney & Scofield's portfolio in Q1 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 6 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.