PMV Capital Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.92M Buy
10,596
+925
+10% +$632K 11.68% 2
2025
Q4
$6.62M Buy
9,671
+504
+5% +$342K 12.06% 2
2025
Q3
$6.14M Buy
9,167
+50
+0.5% +$32.2K 11.91% 2
2025
Q2
$5.66M Sell
9,117
-151
-2% -$86.7K 12.61% 2
2025
Q1
$5.21M Sell
9,268
-1,303
-12% -$769K 12.65% 2
2024
Q4
$6.22M Buy
+10,571
New +$6.26M 16.76% 2

Other funds holding IVV

PMV Capital Advisers's IVV Position: Q1 2026 in Review

PMV Capital Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 9.6% in Q1 2026, buying an estimated $632K and bringing the position to 10,596 shares worth $6.92M. The position accounts for 11.68% of the portfolio, ranked #2.

PMV Capital Advisers first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • PMV Capital Advisers held 10,596 shares of iShares Core S&P 500 ETF worth $6.92M as of Q1 2026.
  • PMV Capital Advisers bought 925 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $632K.
  • iShares Core S&P 500 ETF made up 11.68% of PMV Capital Advisers's portfolio in Q1 2026, its #2 holding.
  • PMV Capital Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.