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PKO Investment Management Joint-Stock Co Historic Quarter Change: USA ETF, Added

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PKO Investment Management Joint-Stock Co historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 50 quarters from 2013-12-31 to 2026-06-30, PKO Investment Management Joint-Stock Co opened 21 positions, added to 90, reduced 81 and sold out of 16.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 202,841.
  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 48,758.
  • Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 146,543.
  • Q1 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 101,495.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059321), 50 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-03-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-03-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-03-13); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-03-13); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-03-13); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-03-13); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-03-13); Q4 2022 (2022-09-30 to 2022-12-31, filed 2025-03-13); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-03-13); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-03-13); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-03-13); Q4 2021 (2021-09-30 to 2021-12-31, filed 2025-03-13); Q3 2021 (2021-06-30 to 2021-09-30, filed 2025-03-13); Q2 2021 (2021-03-31 to 2021-06-30, filed 2025-03-13); Q1 2021 (2020-12-31 to 2021-03-31, filed 2025-03-13); Q4 2020 (2020-09-30 to 2020-12-31, filed 2025-03-13); Q3 2020 (2020-06-30 to 2020-09-30, filed 2025-03-13); Q2 2020 (2020-03-31 to 2020-06-30, filed 2025-03-13); Q1 2020 (2019-12-31 to 2020-03-31, filed 2025-03-13); Q4 2019 (2019-09-30 to 2019-12-31, filed 2025-03-13); Q3 2019 (2019-06-30 to 2019-09-30, filed 2025-03-13); Q2 2019 (2019-03-31 to 2019-06-30, filed 2025-03-13); Q1 2019 (2018-12-31 to 2019-03-31, filed 2025-03-13); Q4 2018 (2018-09-30 to 2018-12-31, filed 2025-03-13); Q3 2018 (2018-06-30 to 2018-09-30, filed 2025-03-13); Q2 2018 (2018-03-31 to 2018-06-30, filed 2025-03-13); Q1 2018 (2017-12-31 to 2018-03-31, filed 2025-03-13); Q4 2017 (2017-09-30 to 2017-12-31, filed 2025-03-13); Q3 2017 (2017-06-30 to 2017-09-30, filed 2025-03-13); Q2 2017 (2017-03-31 to 2017-06-30, filed 2025-03-13); Q1 2017 (2016-12-31 to 2017-03-31, filed 2025-03-13); Q4 2016 (2016-09-30 to 2016-12-31, filed 2025-03-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2025-03-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2025-03-13); Q1 2016 (2015-12-31 to 2016-03-31, filed 2025-03-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2025-03-13); Q3 2015 (2015-06-30 to 2015-09-30, filed 2025-03-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2025-03-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2025-03-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2025-03-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2025-03-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2025-03-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2025-03-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF202,841208,689+5,848$132,497,769$156,285,105+$23,787,3362026-07-20
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS48,75849,725+967$29,135,342$34,151,627+$5,016,2852026-07-20
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT146,543161,635+15,092$10,221,374$13,389,843+$3,168,4692026-07-20
Q1 2026IEMG
ISHARES INC		CORE MSCI EMKT101,495146,543+45,048$6,822,493$10,221,374+$3,398,8812026-04-17
Q4 2025IVV
ISHARES TR		CORE S&P500 ETF205,246211,605+6,359$137,371,147$144,936,728+$7,565,5812026-02-02
Q4 2025IEMG
ISHARES INC		CORE MSCI EMKT73,013101,495+28,482$4,813,016$6,822,493+$2,009,4772026-02-02
Q4 2025IWM
ISHARES TR		RUSSELL 2000 ETF32,00038,033+6,033$7,742,720$9,362,203+$1,619,4832026-02-02
Q4 2025EEM
ISHARES TR		MSCI EMG MKT ETF147,724157,182+9,458$7,888,461$8,599,427+$710,9662026-02-02
Q3 2025IVV
ISHARES TR		CORE S&P500 ETF156,612205,246+48,634$97,240,390$137,371,147+$40,130,7572025-10-27
Q3 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS48,25851,758+3,500$27,411,991$31,695,564+$4,283,5732025-10-27
Q3 2025EEM
ISHARES TR		MSCI EMG MKT ETF97,074147,724+50,650$4,682,849$7,888,461+$3,205,6122025-10-27
Q3 2025IWM
ISHARES TR		RUSSELL 2000 ETF27,00032,000+5,000$5,826,329$7,742,720+$1,916,3912025-10-27
Q2 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS47,55848,258+700$24,440,531$27,411,991+$2,971,4602025-07-31
Q1 2025EEM
ISHARES TR		MSCI EMG MKT ETF112,313259,813+147,500$4,696,929$11,353,828+$6,656,8992025-04-18
Q1 2025IEMG
ISHARES INC		CORE MSCI EMKT63,01387,013+24,000$3,290,538$4,696,091+$1,405,5532025-04-18
Q1 2025IJR
ISHARES TR		CORE S&P SCP ETF39,78649,786+10,000$4,584,142$5,206,122+$621,9802025-04-18
Q1 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS45,05847,558+2,500$24,277,700$24,440,531+$162,8312025-04-18
Q4 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS39,75845,058+5,300$20,979,103$24,277,700+$3,298,5972025-03-13
Q4 2024IEMG
ISHARES INC		CORE MSCI EMKT54,73963,013+8,274$3,142,565$3,290,538+$147,9732025-03-13
Q3 2024IJR
ISHARES TR		CORE S&P SCP ETF28,500189,086+160,586$3,039,810$22,115,498+$19,075,6882025-03-13
Q3 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS35,71639,758+4,042$17,862,643$20,979,103+$3,116,4602025-03-13
Q3 2024EEM
ISHARES TR		MSCI EMG MKT ETF124,911129,813+4,902$5,319,959$5,953,224+$633,2652025-03-13
Q2 2024IJR
ISHARES TR		CORE S&P SCP ETF13,50028,500+15,000$1,499,314$3,039,810+$1,540,4962025-03-13
Q2 2024EEM
ISHARES TR		MSCI EMG MKT ETF104,869124,911+20,042$4,329,080$5,319,959+$990,8792025-03-13
Q1 2024IVV
ISHARES TR		CORE S&P500 ETF566,914577,702+10,788$270,775,133$305,200,116+$34,424,9832025-03-13
Q4 2023IVV
ISHARES TR		CORE S&P500 ETF545,349566,914+21,565$234,189,221$270,775,133+$36,585,9122025-03-13
Q4 2023EEM
ISHARES TR		MSCI EMG MKT ETF484,175538,656+54,481$18,374,441$21,659,357+$3,284,9162025-03-13
Q4 2023VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS36,70037,610+910$14,412,089$16,428,047+$2,015,9582025-03-13
Q3 2023QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF220,000270,000+50,000$33,435,599$39,800,699+$6,365,1002025-03-13
Q3 2023EEM
ISHARES TR		MSCI EMG MKT ETF480,954484,175+3,221$19,026,540$18,374,441-$652,0992025-03-13
Q3 2023IEMG
ISHARES INC		CORE MSCI EMKT70,11771,996+1,879$3,456,066$3,426,289-$29,7772025-03-13
Q2 2023IVV
ISHARES TR		CORE S&P500 ETF505,117567,542+62,425$207,643,496$252,959,144+$45,315,6482025-03-13
Q2 2023IJR
ISHARES TR		CORE S&P SCP ETF345,865445,865+100,000$33,445,145$44,430,447+$10,985,3022025-03-13
Q2 2023EEM
ISHARES TR		MSCI EMG MKT ETF410,234480,954+70,720$16,187,833$19,026,540+$2,838,7072025-03-13
Q2 2023IEMG
ISHARES INC		CORE MSCI EMKT60,62570,117+9,492$2,957,893$3,456,066+$498,1732025-03-13
Q1 2023VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS38,83139,456+625$13,642,883$14,838,217+$1,195,3342025-03-13
Q1 2023IEMG
ISHARES INC		CORE MSCI EMKT46,39260,625+14,233$2,166,506$2,957,893+$791,3872025-03-13
Q4 2022IVV
ISHARES TR		CORE S&P500 ETF449,553516,329+66,776$161,232,183$198,378,765+$37,146,5822025-03-13
Q4 2022EEM
ISHARES TR		MSCI EMG MKT ETF321,924410,234+88,310$11,228,709$15,547,868+$4,319,1592025-03-13
Q4 2022VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS35,02738,831+3,804$11,499,364$13,642,883+$2,143,5192025-03-13
Q4 2022IEMG
ISHARES INC		CORE MSCI EMKT37,84146,392+8,551$1,626,406$2,166,506+$540,1002025-03-13
Q2 2022IVV
ISHARES TR		CORE S&P500 ETF465,203515,435+50,232$211,057,949$195,427,180-$15,630,7692025-03-13
Q1 2022IVV
ISHARES TR		CORE S&P500 ETF423,064465,203+42,139$201,797,297$211,057,949+$9,260,6522025-03-13
Q1 2022EEM
ISHARES TR		MSCI EMG MKT ETF449,001452,122+3,121$21,933,698$20,413,308-$1,520,3902025-03-13
Q4 2021IVV
ISHARES TR		CORE S&P500 ETF303,752423,064+119,312$130,862,436$201,797,297+$70,934,8612025-03-13
Q4 2021QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF198,510235,323+36,813$29,202,806$38,487,076+$9,284,2702025-03-13
Q4 2021VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS36,33443,208+6,874$14,330,129$18,863,316+$4,533,1872025-03-13
Q4 2021EEM
ISHARES TR		MSCI EMG MKT ETF430,695449,001+18,306$21,698,414$21,933,698+$235,2842025-03-13
Q3 2021IVV
ISHARES TR		CORE S&P500 ETF258,711303,752+45,041$111,225,033$130,862,436+$19,637,4032025-03-13
Q3 2021VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS29,87836,334+6,456$11,757,590$14,330,129+$2,572,5392025-03-13
Q3 2021EEM
ISHARES TR		MSCI EMG MKT ETF418,851430,695+11,844$23,099,632$21,698,414-$1,401,2182025-03-13
Q2 2021IVV
ISHARES TR		CORE S&P500 ETF212,646258,711+46,065$84,594,831$111,225,033+$26,630,2022025-03-13
Q2 2021CALY
TOPGOLF CALLAWAY BRANDS CORP		COM1,095,4801,110,029+14,549$29,304,089$37,441,278+$8,137,1892025-03-13
Q2 2021VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS19,07429,878+10,804$6,948,658$11,757,590+$4,808,9322025-03-13
Q2 2021EEM
ISHARES TR		MSCI EMG MKT ETF415,443418,851+3,408$22,159,729$23,099,632+$939,9032025-03-13
Q1 2021IVV
ISHARES TR		CORE S&P500 ETF197,870212,646+14,776$74,278,419$84,594,831+$10,316,4122025-03-13
Q1 2021CALY
TOPGOLF CALLAWAY BRANDS CORP		COM1,084,6471,095,480+10,833$26,042,374$29,304,089+$3,261,7152025-03-13
Q1 2021EEM
ISHARES TR		MSCI EMG MKT ETF394,988415,443+20,455$20,409,029$22,159,729+$1,750,7002025-03-13
Q1 2021IEMG
ISHARES INC		CORE MSCI EMKT88,370102,648+14,278$5,482,474$6,606,425+$1,123,9512025-03-13
Q4 2020IVV
ISHARES TR		CORE S&P500 ETF165,673197,870+32,197$55,676,068$74,278,419+$18,602,3512025-03-13
Q4 2020URTH
ISHARES INC		MSCI WORLD ETF12,80049,300+36,500$1,273,856$5,541,813+$4,267,9572025-03-13
Q3 2020CALY
TOPGOLF CALLAWAY BRANDS CORP		COM3,5341,384,647+1,381,113$61,880$26,502,143+$26,440,2632025-03-13
Q3 2020IVV
ISHARES TR		CORE S&P500 ETF153,103165,673+12,570$47,414,468$55,676,068+$8,261,6002025-03-13
Q2 2020IVV
ISHARES TR		CORE S&P500 ETF119,699153,103+33,404$30,930,221$47,414,468+$16,484,2472025-03-13
Q2 2020EEM
ISHARES TR		MSCI EMG MKT ETF416,706427,904+11,198$14,222,175$17,111,880+$2,889,7052025-03-13
Q2 2020IEMG
ISHARES INC		CORE MSCI EMKT73,40090,511+17,111$2,970,498$4,308,323+$1,337,8252025-03-13
Q1 2020IVV
ISHARES TR		CORE S&P500 ETF80,798119,699+38,901$26,117,145$30,930,221+$4,813,0762025-03-13
Q1 2020EEM
ISHARES TR		MSCI EMG MKT ETF373,677416,706+43,029$16,766,886$14,222,175-$2,544,7112025-03-13
Q4 2019IVV
ISHARES TR		CORE S&P500 ETF67,94580,798+12,853$20,282,941$26,117,145+$5,834,2042025-03-13
Q4 2019EEM
ISHARES TR		MSCI EMG MKT ETF348,443373,677+25,234$14,240,865$16,766,886+$2,526,0212025-03-13
Q3 2019CALY
TOPGOLF CALLAWAY BRANDS CORP		COM55,000965,478+910,478$943,799$18,739,927+$17,796,1282025-03-13
Q3 2019IVV
ISHARES TR		CORE S&P500 ETF46,16667,945+21,779$13,607,428$20,282,941+$6,675,5132025-03-13
Q2 2019EEM
ISHARES TR		MSCI EMG MKT ETF343,053357,602+14,549$14,723,834$15,344,701+$620,8672025-03-13
Q4 2018EEM
ISHARES TR		MSCI EMG MKT ETF392,066415,694+23,628$16,827,472$16,237,007-$590,4652025-03-13
Q4 2018IVV
ISHARES TR		CORE S&P500 ETF51,13360,725+9,592$14,968,163$15,279,017+$310,8542025-03-13
Q3 2018IVV
ISHARES TR		CORE S&P500 ETF48,19551,133+2,938$13,159,644$14,968,163+$1,808,5192025-03-13
Q3 2018EEM
ISHARES TR		MSCI EMG MKT ETF368,005392,066+24,061$15,945,656$16,827,472+$881,8162025-03-13
Q2 2018IEMG
ISHARES INC		CORE MSCI EMKT53,40073,400+20,000$3,118,559$3,854,234+$735,6752025-03-13
Q2 2018IVV
ISHARES TR		CORE S&P500 ETF47,01748,195+1,178$12,476,901$13,159,644+$682,7432025-03-13
Q1 2018EEM
ISHARES TR		MSCI EMG MKT ETF236,109391,056+154,947$11,125,456$18,880,183+$7,754,7272025-03-13
Q4 2017EEM
ISHARES TR		MSCI EMG MKT ETF230,109236,109+6,000$10,311,184$11,125,456+$814,2722025-03-13
Q3 2017EEM
ISHARES TR		MSCI EMG MKT ETF133,509230,109+96,600$5,525,937$10,311,184+$4,785,2472025-03-13
Q2 2017EEM
ISHARES TR		MSCI EMG MKT ETF83,509133,509+50,000$3,289,419$5,525,937+$2,236,5182025-03-13
Q2 2016EEM
ISHARES TR		MSCI EMG MKT ETF102,309129,509+27,200$3,504,083$4,449,929+$945,8462025-03-13
Q1 2016EEM
ISHARES TR		MSCI EMG MKT ETF76,309102,309+26,000$2,456,386$3,504,083+$1,047,6972025-03-13
Q4 2015EEM
ISHARES TR		MSCI EMG MKT ETF68,30976,309+8,000$2,239,169$2,456,386+$217,2172025-03-13
Q3 2015EEM
ISHARES TR		MSCI EMG MKT ETF60,70968,309+7,600$2,405,290$2,239,169-$166,1212025-03-13
Q2 2015IWM
ISHARES TR		RUSSELL 2000 ETF10,70021,700+11,000$1,330,544$2,709,462+$1,378,9182025-03-13
Q1 2015EEM
ISHARES TR		MSCI EMG MKT ETF65,133187,639+122,506$2,559,075$7,529,952+$4,970,8772025-03-13
Q2 2014IWM
ISHARES TR		RUSSELL 2000 ETF25,60033,600+8,000$2,978,303$3,992,016+$1,013,7132025-03-13

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