PCM
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Presidio Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Presidio Capital Management’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 		$10.6M Buy
14,114
+1,455
+11% +$1.06M 2.64% 12
2026
Q1 		$8.27M Buy
12,659
+1,807
+17% +$1.23M 2.4% 12
2025
Q4 		$7.43M Buy
10,852
+757
+7% +$514K 2.23% 12
2025
Q3 		$6.76M Buy
10,095
+472
+5% +$304K 2.37% 11
2025
Q2 		$5.97M Sell
9,623
-238
-2% -$137K 2.3% 11
2025
Q1 		$5.54M Buy
9,861
+648
+7% +$383K 2.26% 11
2024
Q4 		$5.42M Buy
9,213
+733
+9% +$434K 2.9% 9
2024
Q3 		$4.89M Sell
8,480
-774
-8% -$430K 3.13% 9
2024
Q2 		$5.06M Buy
+9,254
New +$4.87M 3.54% 9

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Presidio Capital Management's IVV Position: Q2 2026 in Review

Presidio Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $1.06M and bringing the position to 14,114 shares worth $10.6M. The position accounts for 2.64% of the portfolio, ranked #12.

Presidio Capital Management first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Presidio Capital Management held 14,114 shares of iShares Core S&P 500 ETF worth $10.6M as of Q2 2026.
  • Presidio Capital Management bought 1,455 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Core S&P 500 ETF made up 2.64% of Presidio Capital Management's portfolio in Q2 2026, its #12 holding.
  • Presidio Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.