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J. R. Prunier Capital Management LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

J. R. Prunier Capital Management LLC’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
Q1 		$6.43M Buy
9,845
+1,176
+14% +$803K 2.73% 8
2025
Q4 		$5.94M Buy
+8,669
New +$5.89M 2.47% 8

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

J. R. Prunier Capital Management LLC's IVV Position: Q1 2026 in Review

J. R. Prunier Capital Management LLC increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, buying an estimated $803K and bringing the position to 9,845 shares worth $6.43M. The position accounts for 2.73% of the portfolio, ranked #8.

J. R. Prunier Capital Management LLC first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,987 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • J. R. Prunier Capital Management LLC held 9,845 shares of iShares Core S&P 500 ETF worth $6.43M as of Q1 2026.
  • J. R. Prunier Capital Management LLC bought 1,176 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $803K.
  • iShares Core S&P 500 ETF made up 2.73% of J. R. Prunier Capital Management LLC's portfolio in Q1 2026, its #8 holding.
  • J. R. Prunier Capital Management LLC first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,987 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on J. R. Prunier Capital Management LLC's 13F filing for Q1 2026, filed 15 Jun 2026.