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Perennial Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Perennial Investment Advisors’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 		$15.8M Buy
24,137
+10,575
+78% +$7.22M 1.26% 14
2025
Q4 		$9.29M Sell
13,562
-162
-1% -$110K 0.73% 28
2025
Q3 		$9.18M Buy
13,724
+52
+0.4% +$33.5K 0.76% 27
2025
Q2 		$8.49M Sell
13,672
-4,406
-24% -$2.53M 0.82% 26
2025
Q1 		$10.2M Sell
18,078
-6,639
-27% -$3.92M 1.14% 19
2024
Q4 		$14.6M Buy
24,717
+1,463
+6% +$866K 1.71% 10
2024
Q3 		$13.4M Buy
23,254
+404
+2% +$225K 1.74% 9
2024
Q2 		$12.5M Buy
22,850
+1,114
+5% +$586K 1.78% 10
2024
Q1 		$11.4M Buy
21,736
+10,320
+90% +$5.16M 1.73% 11
2023
Q4 		$5.45M Sell
11,416
-630
-5% -$282K 0.9% 25
2023
Q3 		$5.17M Buy
12,046
+473
+4% +$212K 0.93% 21
2023
Q2 		$5.16M Buy
11,573
+200
+2% +$84.3K 0.91% 20
2023
Q1 		$4.67M Buy
11,373
+4,286
+60% +$1.72M 0.87% 24
2022
Q4 		$2.72M Sell
7,087
-573
-7% -$221K 1.11% 21
2022
Q3 		$2.75M Buy
7,660
+386
+5% +$154K 1.25% 16
2022
Q2 		$2.76M Sell
7,274
-71
-1% -$29.2K 1.08% 18
2022
Q1 		$3.33M Buy
7,345
+3,337
+83% +$1.49M 1.05% 19
2021
Q4 		$1.91M Sell
4,008
-1,063
-21% -$490K 0.6% 31
2021
Q3 		$2.19M Sell
5,071
-136
-3% -$60.3K 0.77% 25
2021
Q2 		$2.24M Sell
5,207
-16
-0.3% -$6.7K 0.82% 24
2021
Q1 		$2.08M Buy
5,223
+149
+3% +$57.7K 0.82% 24
2020
Q4 		$1.91M Buy
5,074
+1,746
+52% +$621K 0.82% 26
2020
Q3 		$1.12M Buy
3,328
+332
+11% +$110K 0.56% 37
2020
Q2 		$928K Buy
2,996
+2,059
+220% +$605K 0.63% 32
2020
Q1 		$242K Sell
937
-45
-5% -$13.8K 0.22% 95
2019
Q4 		$318K Buy
+982
New +$304K 0.25% 93

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 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

Perennial Investment Advisors's IVV Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 78% in Q1 2026, buying an estimated $7.22M and bringing the position to 24,137 shares worth $15.8M. The position accounts for 1.26% of the portfolio, ranked #14.

Perennial Investment Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Perennial Investment Advisors held 24,137 shares of iShares Core S&P 500 ETF worth $15.8M as of Q1 2026.
  • Perennial Investment Advisors bought 10,575 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.22M.
  • iShares Core S&P 500 ETF made up 1.26% of Perennial Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.