Premier Financial Group
IVV icon

Premier Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Premier Financial Group’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 		– Sell
-953
Closed -$630K – 236
2026
Q1 		$630K Sell
953
-23
-2% -$15.7K 0.11% 15
2025
Q4 		$672K Buy
976
+135
+16% +$91.7K 0.18% 15
2025
Q3 		$560K Hold
841
– – 0.15% 16
2025
Q2 		$542K Buy
+841
New +$483K 0.15% 16

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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capula Management
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Premier Financial Group's IVV Position: Q2 2026 in Review

Premier Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 953 shares — an estimated $630K sold.

Premier Financial Group first reported a position in IVV in Q2 2025 and held it in 4 quarters. The position peaked at $672K in Q4 2025. 4,134 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Premier Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Premier Financial Group sold 953 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $630K.
  • Premier Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 4 quarters.
  • Premier Financial Group's iShares Core S&P 500 ETF position peaked at $672K in Q4 2025.
  • 4,134 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Premier Financial Group's 13F filing for Q2 2026, filed 21 Sep 2026.