Peak Planning Group, LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 2097384
As of 2026-06-30, Peak Planning Group, LLC reported 67.16K IVV (shares), valued at $50.30M, or 11.35% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 4.59%; reported value increased 19.90%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.35% | 67,160 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 11.63% | 64,215 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 11.63% | 60,570 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 11.26% | 32,302 | SEC filing ↗Filed May 26, 2026 |
| Q2 2025 | 10.60% | 26,674 | SEC filing ↗Filed Jun 24, 2026 |
| Q1 2025 | 11.12% | 47,041 | SEC filing ↗Filed Jun 24, 2026 |
| Q4 2024 | 11.37% | 46,370 | SEC filing ↗Filed May 26, 2026 |
| Q3 2024 | 10.91% | 43,138 | SEC filing ↗Filed Jun 24, 2026 |
| Q2 2024 | 10.32% | 38,362 | SEC filing ↗Filed May 26, 2026 |
| Q1 2024 | 10.95% | 33,239 | SEC filing ↗Filed May 26, 2026 |
| Q4 2023 | 10.90% | 31,719 | SEC filing ↗Filed May 26, 2026 |
| Q3 2023 | 10.65% | 31,667 | SEC filing ↗Filed May 26, 2026 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 10.65% | 31,667 | $13.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed May 26, 2026 |
| Q4 2023 | 10.90% | 31,719 | $15.15M | Shares increased 0.16%; reported value increased 11.41%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q1 2024 | 10.95% | 33,239 | $17.47M | Shares increased 4.79%; reported value increased 15.34%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q2 2024 | 10.32% | 38,362 | $20.99M | Shares increased 15.41%; reported value increased 20.13%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q3 2024 | 10.91% | 43,138 | $24.88M | Shares increased 12.45%; reported value increased 18.53%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q4 2024 | 11.37% | 46,370 | $27.30M | Shares increased 7.49%; reported value increased 9.70%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q1 2025 | 11.12% | 47,041 | $26.43M | Shares increased 1.45%; reported value decreased 3.17%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q2 2025 | 10.60% | 26,674 | $16.56M | Shares decreased 43.30%; reported value decreased 37.34%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q3 2025 | 11.26% | 32,302 | $21.62M | Shares increased 21.10%; reported value increased 30.54%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q4 2025 | 11.63% | 60,570 | $41.49M | Shares increased 87.51%; reported value increased 91.89%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 11.63% | 64,215 | $41.95M | Shares increased 6.02%; reported value increased 1.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 11.35% | 67,160 | $50.30M | Shares increased 4.59%; reported value increased 19.90%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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