PKS Advisory Services’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
$56M Buy
74,832
+67,258
+888% +$49M 8.95% 1
2026
Q1
$47.4M Sell
7,574
-65,348
-90% -$44.6M 11.03% 1
2025
Q4
$49.9M Sell
72,922
-1,247
-2% -$847K 11.39% 1
2025
Q3
$49.6M Sell
74,169
-1,536
-2% -$989K 10.37% 1
2025
Q2
$47M Sell
75,705
-204
-0.3% -$117K 11.6% 1
2025
Q1
$42.7M Buy
75,909
+4,013
+6% +$2.37M 11.67% 1
2024
Q4
$42.3M Buy
+71,896
New +$42.6M 10.58% 1

Other funds holding IVV

PKS Advisory Services's IVV Position: Q2 2026 in Review

PKS Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 888% in Q2 2026, buying an estimated $49M and bringing the position to 74,832 shares worth $56M. The position accounts for 8.95% of the portfolio, ranked #1.

PKS Advisory Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • PKS Advisory Services held 74,832 shares of iShares Core S&P 500 ETF worth $56M as of Q2 2026.
  • PKS Advisory Services bought 67,258 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $49M.
  • iShares Core S&P 500 ETF made up 8.95% of PKS Advisory Services's portfolio in Q2 2026, its #1 holding.
  • PKS Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.