Pure Financial Advisors’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
Q1 | $128M | Buy |
196,481
+14,520
| +8% | +$9.92M | 1.84% | 15 |
|
|
2025
Q4 | $125M | Buy |
181,961
+4,386
| +2% | +$2.98M | 1.84% | 15 |
|
|
2025
Q3 | $119M | Buy |
177,575
+3,241
| +2% | +$2.09M | 1.89% | 14 |
|
|
2025
Q2 | $108M | Buy |
174,334
+115,228
| +195% | +$66.2M | 1.91% | 13 |
|
|
2025
Q1 | $33.2M | Buy |
59,106
+19,887
| +51% | +$11.7M | 0.69% | 29 |
|
|
2024
Q4 | $23.1M | Buy |
39,219
+1,852
| +5% | +$1.1M | 0.52% | 31 |
|
|
2024
Q3 | $21.6M | Buy |
37,367
+2,357
| +7% | +$1.31M | 0.52% | 33 |
|
|
2024
Q2 | $19.2M | Sell |
35,010
-630
| -2% | -$331K | 0.53% | 35 |
|
|
2024
Q1 | $18.7M | Buy |
35,640
+1,231
| +4% | +$616K | 0.59% | 35 |
|
|
2023
Q4 | $16.4M | Buy |
34,409
+8,147
| +31% | +$3.65M | 0.57% | 36 |
|
|
2023
Q3 | $11.3M | Buy |
26,262
+1,973
| +8% | +$883K | 0.46% | 41 |
|
|
2023
Q2 | $10.8M | Sell |
24,289
-558
| -2% | -$235K | 0.46% | 42 |
|
|
2023
Q1 | $10.2M | Sell |
24,847
-366
| -1% | -$147K | 0.47% | 43 |
|
|
2022
Q4 | $9.69M | Buy |
25,213
+2,949
| +13% | +$1.14M | 0.5% | 42 |
|
|
2022
Q3 | $7.99M | Sell |
22,264
-3,794
| -15% | -$1.51M | 0.46% | 43 |
|
|
2022
Q2 | $9.88M | Buy |
26,058
+14,005
| +116% | +$5.76M | 0.61% | 37 |
|
|
2022
Q1 | $5.47M | Buy |
12,053
+2,128
| +21% | +$952K | 0.25% | 55 |
|
|
2021
Q4 | $4.73M | Buy |
9,925
+796
| +9% | +$367K | 0.23% | 53 |
|
|
2021
Q3 | $3.93M | Buy |
9,129
+555
| +6% | +$246K | 0.3% | 55 |
|
|
2021
Q2 | $3.69M | Sell |
8,574
-39
| -0.5% | -$16.3K | 0.3% | 54 |
|
|
2021
Q1 | $3.43M | Sell |
8,613
-733
| -8% | -$284K | 0.34% | 50 |
|
|
2020
Q4 | $3.51M | Buy |
9,346
+65
| +0.7% | +$23.1K | 0.42% | 47 |
|
|
2020
Q3 | $3.12M | Sell |
9,281
-792
| -8% | -$264K | 0.46% | 45 |
|
|
2020
Q2 | $3.12M | Sell |
10,073
-1,185
| -11% | -$348K | 0.49% | 41 |
|
|
2020
Q1 | $2.91M | Sell |
11,258
-3,143
| -22% | -$963K | 0.49% | 39 |
|
|
2019
Q4 | $4.66M | Buy |
14,401
+410
| +3% | +$127K | 0.8% | 32 |
|
|
2019
Q3 | $4.18M | Buy |
13,991
+124
| +0.9% | +$36.9K | 0.75% | 31 |
|
|
2019
Q2 | $4.09M | Buy |
13,867
+951
| +7% | +$276K | 0.73% | 32 |
|
|
2019
Q1 | $3.67M | Buy |
12,916
+896
| +7% | +$245K | 0.69% | 33 |
|
|
2018
Q4 | $3.02M | Buy |
12,020
+9,255
| +335% | +$2.51M | 0.61% | 38 |
|
|
2018
Q3 | $809K | Buy |
+2,765
| New | +$793K | 0.18% | 68 |
|
|
2017
Q4 | – | Sell |
-2,449
| Closed | -$619K | – | 48 |
|
|
2017
Q3 | $619K | Sell |
2,449
-263
| -10% | -$65.3K | 0.16% | 58 |
|
|
2017
Q2 | $660K | Sell |
2,712
-352
| -11% | -$84.9K | 0.18% | 55 |
|
|
2017
Q1 | $727K | Buy |
3,064
+348
| +13% | +$81.4K | 0.21% | 50 |
|
|
2016
Q4 | $611K | Buy |
2,716
+99
| +4% | +$21.8K | 0.18% | 54 |
|
|
2016
Q3 | $569K | Buy |
2,617
+110
| +4% | +$23.9K | 0.18% | 54 |
|
|
2016
Q2 | $528K | Sell |
2,507
-23
| -0.9% | -$4.8K | 0.18% | 50 |
|
|
2016
Q1 | $526K | Buy |
+2,530
| New | +$496K | 0.19% | 49 |
|
Other funds holding IVV
Pure Financial Advisors's IVV Position: Q1 2026 in Review
Pure Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8% in Q1 2026, buying an estimated $9.92M and bringing the position to 196,481 shares worth $128M. The position accounts for 1.84% of the portfolio, ranked #15.
Pure Financial Advisors first reported a position in IVV in Q1 2016 and has held it in 38 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Pure Financial Advisors held 196,481 shares of iShares Core S&P 500 ETF worth $128M as of Q1 2026.
- Pure Financial Advisors bought 14,520 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $9.92M.
- iShares Core S&P 500 ETF made up 1.84% of Pure Financial Advisors's portfolio in Q1 2026, its #15 holding.
- Pure Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 38 quarters since.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.