Private Wealth Group’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 | $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
CM
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. 4,111 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.
- 4,111 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.