PKO Investment Management Joint-Stock’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 | $156M | Buy |
208,689
+5,848
| +3% | +$4.26M | 11.35% | 1 |
|
|
2026
Q1 | $132M | Sell |
202,841
-8,764
| -4% | -$5.98M | 11.15% | 1 |
|
|
2025
Q4 | $145M | Buy |
211,605
+6,359
| +3% | +$4.32M | 11.56% | 1 |
|
|
2025
Q3 | $137M | Buy |
205,246
+48,634
| +31% | +$31.3M | 11.74% | 1 |
|
|
2025
Q2 | $97.2M | Sell |
156,612
-47,891
| -23% | -$27.5M | 10.45% | 1 |
|
|
2025
Q1 | $115M | Sell |
204,503
-146,028
| -42% | -$86.2M | 13.03% | 1 |
|
|
2024
Q4 | $206M | Sell |
350,531
-125,754
| -26% | -$74.4M | 25.68% | 1 |
|
|
2024
Q3 | $275M | Sell |
476,285
-57,545
| -11% | -$32M | 33.88% | 1 |
|
|
2024
Q2 | $292M | Sell |
533,830
-43,872
| -8% | -$23.1M | 36.09% | 1 |
|
|
2024
Q1 | $305M | Buy |
577,702
+10,788
| +2% | +$5.4M | 36.31% | 1 |
|
|
2023
Q4 | $271M | Buy |
566,914
+21,565
| +4% | +$9.65M | 33.85% | 1 |
|
|
2023
Q3 | $234M | Sell |
545,349
-22,193
| -4% | -$9.93M | 31.74% | 1 |
|
|
2023
Q2 | $253M | Buy |
567,542
+62,425
| +12% | +$26.3M | 31% | 1 |
|
|
2023
Q1 | $208M | Sell |
505,117
-11,212
| -2% | -$4.5M | 27.39% | 1 |
|
|
2022
Q4 | $198M | Buy |
516,329
+66,776
| +15% | +$25.8M | 28.87% | 1 |
|
|
2022
Q3 | $161M | Sell |
449,553
-65,882
| -13% | -$26.3M | 27.34% | 1 |
|
|
2022
Q2 | $195M | Buy |
515,435
+50,232
| +11% | +$20.7M | 28.13% | 1 |
|
|
2022
Q1 | $211M | Buy |
465,203
+42,139
| +10% | +$18.8M | 25.49% | 1 |
|
|
2021
Q4 | $202M | Buy |
423,064
+119,312
| +39% | +$55M | 22.76% | 1 |
|
|
2021
Q3 | $131M | Buy |
303,752
+45,041
| +17% | +$20M | 15.71% | 1 |
|
|
2021
Q2 | $111M | Buy |
258,711
+46,065
| +22% | +$19.3M | 13.94% | 1 |
|
|
2021
Q1 | $84.6M | Buy |
212,646
+14,776
| +7% | +$5.72M | 13.58% | 1 |
|
|
2020
Q4 | $74.3M | Buy |
197,870
+32,197
| +19% | +$11.5M | 12.66% | 1 |
|
|
2020
Q3 | $55.7M | Buy |
165,673
+12,570
| +8% | +$4.18M | 10.8% | 1 |
|
|
2020
Q2 | $47.4M | Buy |
153,103
+33,404
| +28% | +$9.81M | 10.77% | 1 |
|
|
2020
Q1 | $30.9M | Buy |
119,699
+38,901
| +48% | +$11.9M | 10.5% | 1 |
|
|
2019
Q4 | $26.1M | Buy |
80,798
+12,853
| +19% | +$3.98M | 6.5% | 3 |
|
|
2019
Q3 | $20.3M | Buy |
67,945
+21,779
| +47% | +$6.47M | 5.15% | 5 |
|
|
2019
Q2 | $13.6M | Sell |
46,166
-2,314
| -5% | -$671K | 3.43% | 9 |
|
|
2019
Q1 | $13.8M | Sell |
48,480
-12,245
| -20% | -$3.35M | 3.62% | 8 |
|
|
2018
Q4 | $15.3M | Buy |
60,725
+9,592
| +19% | +$2.6M | 4.32% | 6 |
|
|
2018
Q3 | $15M | Buy |
51,133
+2,938
| +6% | +$843K | 3% | 14 |
|
|
2018
Q2 | $13.2M | Buy |
48,195
+1,178
| +3% | +$320K | 2.75% | 12 |
|
|
2018
Q1 | $12.5M | Buy |
+47,017
| New | +$12.9M | 2.8% | 11 |
|
Other funds holding IVV
CM
PKO Investment Management Joint-Stock's IVV Position: Q2 2026 in Review
PKO Investment Management Joint-Stock increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, buying an estimated $4.26M and bringing the position to 208,689 shares worth $156M. The position accounts for 11.35% of the portfolio, ranked #1.
PKO Investment Management Joint-Stock first reported a position in IVV in Q1 2018 and has held it in 34 quarters since. The position peaked at $305M in Q1 2024. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- PKO Investment Management Joint-Stock held 208,689 shares of iShares Core S&P 500 ETF worth $156M as of Q2 2026.
- PKO Investment Management Joint-Stock bought 5,848 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.26M.
- iShares Core S&P 500 ETF made up 11.35% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #1 holding.
- PKO Investment Management Joint-Stock first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- PKO Investment Management Joint-Stock's iShares Core S&P 500 ETF position peaked at $305M in Q1 2024.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.