Private Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Private Wealth 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	$561K	Hold	749	–	–	0.22%	43
2026 Q1	$489K	Hold	749	–	–	0.23%	42
2025 Q4	$513K	Hold	749	–	–	0.25%	42
2025 Q3	$501K	Hold	749	–	–	0.25%	42
2025 Q2	$465K	Hold	749	–	–	0.25%	44
2025 Q1	$421K	Sell	749 -182	-20%	-$107K	0.25%	44
2024 Q4	$548K	Hold	931	–	–	0.27%	43
2024 Q3	$537K	Hold	931	–	–	0.27%	43
2024 Q2	$509K	Sell	931 -1,290	-58%	-$678K	0.27%	43
2024 Q1	$1.17M	Hold	2,221	–	–	0.61%	28
2023 Q4	$1.06M	Hold	2,221	–	–	0.6%	26
2023 Q3	$954K	Hold	2,221	–	–	0.62%	27
2023 Q2	$990K	Hold	2,221	–	–	1.02%	25
2023 Q1	$913K	Sell	2,221 -1,766	-44%	-$708K	1.26%	25
2022 Q4	$1.53M	Buy	3,987 +658	+20%	+$254K	2.17%	13
2022 Q3	$1.19M	Buy	3,329 +252	+8%	+$101K	1.87%	16
2022 Q2	$1.17M	Buy	3,077 +1,076	+54%	+$443K	1.44%	20
2022 Q1	$908K	Hold	2,001	–	–	0.67%	28
2021 Q4	$954K	Sell	2,001 -2,133	-52%	-$983K	0.65%	26
2021 Q3	$1.78M	Hold	4,134	–	–	1.18%	17
2021 Q2	$1.78M	Buy	4,134 +336	+9%	+$141K	1.18%	16
2021 Q1	$1.51M	Buy	3,798 +363	+11%	+$141K	1.08%	16
2020 Q4	$1.29M	Hold	3,435	–	–	1.07%	15
2020 Q3	$1.15M	Hold	3,435	–	–	0.94%	13
2020 Q2	$1.06M	Hold	3,435	–	–	0.87%	13
2020 Q1	$887K	Sell	3,435 -907	-21%	-$278K	1.04%	12
2019 Q4	$1.4M	Hold	4,342	–	–	1.46%	18
2019 Q3	$1.3M	Hold	4,342	–	–	1.16%	21
2019 Q2	$1.28M	Hold	4,342	–	–	1.17%	22
2019 Q1	$1.24M	Hold	4,342	–	–	1.13%	22
2018 Q4	$1.09M	Hold	4,342	–	–	1.07%	16
2018 Q3	$1.27M	Hold	4,342	–	–	1.31%	17
2018 Q2	$1.19M	Hold	4,342	–	–	1.13%	20
2018 Q1	$1.15M	Hold	4,342	–	–	1.96%	13
2017 Q4	$1.17M	Buy	+4,342	New	+$1.14M	1.35%	18

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Private Wealth Group's IVV Position: Q2 2026 in Review

Private Wealth Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 749 shares worth $561K. The position accounts for 0.22% of the portfolio, ranked #43.

Private Wealth Group first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.78M in Q3 2021. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Private Wealth Group held 749 shares of iShares Core S&P 500 ETF worth $561K as of Q2 2026.
Private Wealth Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.22% of Private Wealth Group's portfolio in Q2 2026, its #43 holding.
Private Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
Private Wealth Group's iShares Core S&P 500 ETF position peaked at $1.78M in Q3 2021.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.