PJT Investments’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
$84.8M Buy
113,296
+7,014
+7% +$5.11M 28.69% 1
2026
Q1
$69.4M Buy
106,282
+68,029
+178% +$46.5M 27.52% 1
2025
Q4
$26.2M Buy
38,253
+9,642
+34% +$6.55M 15.34% 4
2025
Q3
$19.1M Buy
28,611
+10,919
+62% +$7.03M 10.79% 4
2025
Q2
$11M Buy
+17,692
New +$10.2M 5.86% 4

Other funds holding IVV

PJT Investments's IVV Position: Q2 2026 in Review

PJT Investments increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q2 2026, buying an estimated $5.11M and bringing the position to 113,296 shares worth $84.8M. The position accounts for 28.69% of the portfolio, ranked #1.

PJT Investments first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • PJT Investments held 113,296 shares of iShares Core S&P 500 ETF worth $84.8M as of Q2 2026.
  • PJT Investments bought 7,014 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.11M.
  • iShares Core S&P 500 ETF made up 28.69% of PJT Investments's portfolio in Q2 2026, its #1 holding.
  • PJT Investments first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PJT Investments's 13F filing for Q2 2026, filed 13 Aug 2026.