Perissos Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Perissos Private Wealth Management's IVV Position: Q1 2026 in Review
Perissos Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 45% in Q1 2026, selling an estimated $4.21M and leaving 7,504 shares worth $4.9M. The position accounts for 4.25% of the portfolio, ranked #8.
Perissos Private Wealth Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q2 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Perissos Private Wealth Management held 7,504 shares of iShares Core S&P 500 ETF worth $4.9M as of Q1 2026.
- Perissos Private Wealth Management sold 6,167 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.21M.
- iShares Core S&P 500 ETF made up 4.25% of Perissos Private Wealth Management's portfolio in Q1 2026, its #8 holding.
- Perissos Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
- Perissos Private Wealth Management's iShares Core S&P 500 ETF position peaked at $11.7M in Q2 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.