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PKO Investment Management Joint-Stock’s iShares Core S&P 500 ETF IVV Stock Holding History

PKO Investment Management Joint-Stock’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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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. 1,526 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.
  • 1,526 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.