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Pitti Group Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Pitti Group Wealth Management’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 		$1.55M Buy
2,377
+147
+7% +$100K 1.26% 22
2025
Q4 		$1.53M Buy
2,230
+67
+3% +$45.5K 1.26% 22
2025
Q3 		$1.45M Sell
2,163
-180
-8% -$116K 1.23% 22
2025
Q2 		$1.45M Buy
2,343
+63
+3% +$36.2K 1.26% 19
2025
Q1 		$1.28M Buy
2,280
+35
+2% +$20.7K 1.31% 22
2024
Q4 		$1.32M Sell
2,245
-129
-5% -$76.4K 1.34% 22
2024
Q3 		$1.13M Hold
2,374
– – 1.23% 23
2024
Q2 		$1.13M Buy
2,374
+47
+2% +$24.7K 1.23% 23
2024
Q1 		$1.21M Sell
2,327
-47
-2% -$23.5K 1.35% 23
2023
Q4 		$1.13M Sell
2,374
-396
-14% -$177K 1.23% 23
2023
Q3 		$1.19M Sell
2,770
-476
-15% -$213K 1.36% 23
2023
Q2 		$1.45M Sell
3,246
-3
-0.1% -$1.26K 1.62% 17
2023
Q1 		$1.34M Buy
3,249
+12
+0.4% +$4.81K 1.49% 20
2022
Q4 		$1.24M Sell
3,237
-45
-1% -$17.4K 1.48% 20
2022
Q3 		$1.18M Buy
3,282
+53
+2% +$21.2K 1.62% 16
2022
Q2 		$1.22M Sell
3,229
-14
-0.4% -$5.76K 1.67% 15
2022
Q1 		$1.47M Buy
3,243
+82
+3% +$36.7K 1.72% 17
2021
Q4 		$1.51M Buy
+3,161
New +$1.46M 1.68% 18

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

Pitti Group Wealth Management's IVV Position: Q1 2026 in Review

Pitti Group Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q1 2026, buying an estimated $100K and bringing the position to 2,377 shares worth $1.55M. The position accounts for 1.26% of the portfolio, ranked #22.

Pitti Group Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Pitti Group Wealth Management held 2,377 shares of iShares Core S&P 500 ETF worth $1.55M as of Q1 2026.
  • Pitti Group Wealth Management bought 147 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $100K.
  • iShares Core S&P 500 ETF made up 1.26% of Pitti Group Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Pitti Group Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.