PUI
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Purpose Unlimited Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Purpose Unlimited Inc’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 		$37.8K Buy
50
+11
+28% +$8.01K ﹤0.01% 352
2026
Q1 		$25.5K Buy
+39
New +$26.6K ﹤0.01% 356

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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
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 $171B AUM 24.68% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Purpose Unlimited Inc's IVV Position: Q2 2026 in Review

Purpose Unlimited Inc increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $8.01K and bringing the position to 50 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Purpose Unlimited Inc first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Purpose Unlimited Inc held 50 shares of iShares Core S&P 500 ETF worth $37.8K as of Q2 2026.
  • Purpose Unlimited Inc bought 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #352 holding.
  • Purpose Unlimited Inc first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.