Pitcairn Wealth Advisors’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
Q2
$13.3M Buy
17,801
+3,288
+23% +$2.39M 1.46% 11
2026
Q1
$9.94M Hold
14,513
0.91% 15
2025
Q4
$9.94M Buy
+14,513
New +$9.86M 0.89% 17

Other funds holding IVV

Pitcairn Wealth Advisors's IVV Position: Q2 2026 in Review

Pitcairn Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q2 2026, buying an estimated $2.39M and bringing the position to 17,801 shares worth $13.3M. The position accounts for 1.46% of the portfolio, ranked #11.

Pitcairn Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Pitcairn Wealth Advisors held 17,801 shares of iShares Core S&P 500 ETF worth $13.3M as of Q2 2026.
  • Pitcairn Wealth Advisors bought 3,288 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.39M.
  • iShares Core S&P 500 ETF made up 1.46% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Pitcairn Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.