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Praetorian Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Praetorian Wealth 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
Q2 		$3.59M Buy
4,789
+21
+0.4% +$15.3K 0.62% 33
2026
Q1 		$3.24M Sell
4,768
-38
-0.8% -$25.9K 0.62% 34
2025
Q4 		$3.29M Sell
4,806
-337
-7% -$229K 0.65% 31
2025
Q3 		$3.44M Buy
+5,143
New +$3.31M 0.71% 33
2025
Q2 		– Sell
-34,534
Closed -$19.4M – 45
2025
Q1 		$19.4M Buy
34,534
+2,510
+8% +$1.48M 4.73% 6
2024
Q4 		$18.9M Buy
32,024
+1,196
+4% +$708K 4.58% 6
2024
Q3 		$17.8M Buy
30,828
+868
+3% +$483K 4.43% 7
2024
Q2 		$16.4M Buy
29,960
+643
+2% +$338K 4.2% 7
2024
Q1 		$15.4M Buy
29,317
+431
+1% +$216K 4.12% 7
2023
Q4 		$13.8M Buy
28,886
+1,000
+4% +$448K 3.99% 7
2023
Q3 		$12M Buy
27,886
+3,483
+14% +$1.56M 3.81% 7
2023
Q2 		$10.9M Buy
24,403
+1,573
+7% +$663K 3.36% 9
2023
Q1 		$9.39M Buy
22,830
+852
+4% +$342K 3.05% 10
2022
Q4 		$8.44M Sell
21,978
-5,153
-19% -$1.99M 3.04% 10
2022
Q3 		$9.73M Buy
27,131
+1,052
+4% +$420K 3.65% 7
2022
Q2 		$9.89M Buy
26,079
+583
+2% +$240K 3.63% 7
2022
Q1 		$11.6M Sell
25,496
-607
-2% -$271K 3.94% 7
2021
Q4 		$12.4M Buy
26,103
+4,140
+19% +$1.91M 4.04% 7
2021
Q3 		$9.46M Sell
21,963
-3,914
-15% -$1.73M 3.21% 9
2021
Q2 		$11.1M Sell
25,877
-230
-0.9% -$96.3K 3.72% 7
2021
Q1 		$10.4M Buy
26,107
+429
+2% +$166K 3.66% 8
2020
Q4 		$9.64M Buy
25,678
+1,737
+7% +$618K 3.68% 8
2020
Q3 		$8.04M Buy
23,941
+1,240
+5% +$413K 3.55% 8
2020
Q2 		$7.03M Buy
+22,701
New +$6.67M 3.44% 8

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Praetorian Wealth Management's IVV Position: Q2 2026 in Review

Praetorian Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.44% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,789 shares worth $3.59M. The position accounts for 0.62% of the portfolio, ranked #33.

Praetorian Wealth Management first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.4M in Q1 2025. 2,234 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Praetorian Wealth Management held 4,789 shares of iShares Core S&P 500 ETF worth $3.59M as of Q2 2026.
  • Praetorian Wealth Management bought 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 0.62% of Praetorian Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Praetorian Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Praetorian Wealth Management's iShares Core S&P 500 ETF position peaked at $19.4M in Q1 2025.
  • 2,234 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.