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Potomac Fund Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Potomac Fund Management’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 		$1.97B Buy
3,015,478
+3,013,944
+196,476% +$2.06B 68.45% 1
2025
Q4 		$1.05M Sell
1,534
-368
-19% -$250K 0.04% 53
2025
Q3 		$1.27M Sell
1,902
-139
-7% -$89.5K 0.05% 50
2025
Q2 		$1.28M Sell
2,041
-106
-5% -$60.9K 0.07% 47
2025
Q1 		$1.11M Sell
2,147
-1,463,195
-100% -$864M 0.49% 27
2024
Q4 		$863M Buy
+1,465,342
New +$867M 50.62% 1

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

Potomac Fund Management's IVV Position: Q1 2026 in Review

Potomac Fund Management increased its iShares Core S&P 500 ETF (IVV) stake by 196,476% in Q1 2026, buying an estimated $2.06B and bringing the position to 3,015,478 shares worth $1.97B. The position accounts for 68.45% of the portfolio, ranked #1.

Potomac Fund Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Potomac Fund Management held 3,015,478 shares of iShares Core S&P 500 ETF worth $1.97B as of Q1 2026.
  • Potomac Fund Management bought 3,013,944 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.06B.
  • iShares Core S&P 500 ETF made up 68.45% of Potomac Fund Management's portfolio in Q1 2026, its #1 holding.
  • Potomac Fund Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.