Plum Street Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Plum Street Advisors's IVV Position: Q1 2026 in Review

Plum Street Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4% in Q1 2026, selling an estimated $184K and leaving 6,429 shares worth $4.2M. The position accounts for 1.45% of the portfolio, ranked #18.

Plum Street Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.59M in Q4 2025. 3,981 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

• Plum Street Advisors held 6,429 shares of iShares Core S&P 500 ETF worth $4.2M as of Q1 2026.
• Plum Street Advisors sold 270 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $184K.
• iShares Core S&P 500 ETF made up 1.45% of Plum Street Advisors's portfolio in Q1 2026, its #18 holding.
• Plum Street Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
• Plum Street Advisors's iShares Core S&P 500 ETF position peaked at $4.59M in Q4 2025.
• 3,981 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.