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

Pitcairn’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
2025
Q4 		– Sell
-12,327
Closed -$8.25M – 286
2025
Q3 		$8.25M Sell
12,327
-2,186
-15% -$1.41M 0.65% 24
2025
Q2 		$9.01M Buy
14,513
+2,120
+17% +$1.22M 0.59% 26
2025
Q1 		$6.96M Hold
12,393
– – 0.42% 41
2024
Q4 		$7.3M Sell
12,393
-11,840
-49% -$7.01M 0.43% 38
2024
Q3 		$14M Sell
24,233
-122
-0.5% -$67.8K 0.83% 17
2024
Q2 		$13.3M Sell
24,355
-2,512
-9% -$1.32M 0.81% 19
2024
Q1 		$14.1M Buy
26,867
+23,153
+623% +$11.6M 0.92% 16
2023
Q4 		$1.77M Hold
3,714
– – 0.13% 152
2023
Q3 		$1.59M Hold
3,714
– – 0.13% 143
2023
Q2 		$1.66M Hold
3,714
– – 0.14% 134
2023
Q1 		$1.53M Buy
+3,714
New +$1.49M 0.14% 138
2022
Q2 		– Sell
-6,383
Closed -$2.9M – 595
2022
Q1 		$2.9M Buy
+6,383
New +$2.85M 0.25% 72

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pitcairn's IVV Position: Q4 2025 in Review

Pitcairn sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 12,327 shares — an estimated $8.25M sold.

Pitcairn first reported a position in IVV in Q1 2022 and held it in 12 quarters. The position peaked at $14.1M in Q1 2024. 4,013 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Pitcairn reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 12,327 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $8.25M.
  • Pitcairn first reported a position in iShares Core S&P 500 ETF in Q1 2022 and held it in 12 quarters.
  • Pitcairn's iShares Core S&P 500 ETF position peaked at $14.1M in Q1 2024.
  • 4,013 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.