Nichols & Pratt Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Nichols & Pratt Advisers’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	$1.24M	Hold	327	–	–	0.08%	65
2025 Q4	$224K	Sell	327 -50	-13%	-$34K	0.01%	101
2025 Q3	$252K	Hold	377	–	–	0.02%	96
2025 Q2	$234K	Hold	377	–	–	0.02%	100
2025 Q1	$212K	Buy	377 +28	+8%	+$16.5K	0.01%	95
2024 Q4	$205K	Buy	+349	New	+$207K	0.01%	101
2024 Q1	–	Sell	-626	Closed	-$299K	–	103
2023 Q4	$299K	Hold	626	–	–	0.02%	91
2023 Q3	$269K	Hold	626	–	–	0.02%	99
2023 Q2	$279K	Buy	+626	New	+$264K	0.02%	97
2022 Q2	–	Sell	-535	Closed	-$243K	–	92
2022 Q1	$243K	Hold	535	–	–	0.02%	90
2021 Q4	$255K	Hold	535	–	–	0.02%	93
2021 Q3	$233K	Hold	535	–	–	0.02%	98
2021 Q2	$230K	Sell	535 -200	-27%	-$83.8K	0.02%	100
2021 Q1	$292K	Hold	735	–	–	0.02%	94
2020 Q4	$276K	Hold	735	–	–	0.02%	94
2020 Q3	$247K	Hold	735	–	–	0.02%	90
2020 Q2	$228K	Buy	+735	New	+$216K	0.02%	92
2020 Q1	–	Sell	-735	Closed	-$238K	–	93
2019 Q4	$238K	Hold	735	–	–	0.02%	93
2019 Q3	$219K	Hold	735	–	–	0.02%	101
2019 Q2	$217K	Hold	735	–	–	0.02%	105
2019 Q1	$209K	Buy	+735	New	+$201K	0.02%	105
2018 Q4	–	Sell	-3,035	Closed	-$372K	–	103
2018 Q3	$372K	Buy	3,035 +2,300	+313%	+$660K	0.03%	95
2018 Q2	$201K	Buy	+735	New	+$200K	0.02%	109

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nichols & Pratt Advisers's IVV Position: Q1 2026 in Review

Nichols & Pratt Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 327 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #65.

Nichols & Pratt Advisers first reported a position in IVV in Q2 2018 and has held it in 23 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Nichols & Pratt Advisers held 327 shares of iShares Core S&P 500 ETF worth $1.24M as of Q1 2026.
Nichols & Pratt Advisers left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.08% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #65 holding.
Nichols & Pratt Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 23 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.