Prepared Retirement Institute’s iShares Core S&P 500 ETF IVV Stock Holding History

Prepared Retirement Institute’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	$911K	Sell	1,394 -7	-0.5%	-$4.78K	0.45%	33
2025 Q4	$960K	Sell	1,401 -7	-0.5%	-$4.75K	0.48%	29
2025 Q3	$942K	Sell	1,408 -609	-30%	-$392K	0.49%	29
2025 Q2	$1.25M	Sell	2,017 -221	-10%	-$127K	0.74%	23
2025 Q1	$1.26M	Sell	2,238 -281	-11%	-$166K	0.8%	25
2024 Q4	$1.48M	Sell	2,519 -5	-0.2%	-$2.96K	0.85%	19
2024 Q3	$1.46M	Buy	2,524 +15	+0.6%	+$8.34K	0.88%	20
2024 Q2	$1.37M	Buy	2,509 +12	+0.5%	+$6.31K	0.91%	19
2024 Q1	$1.31M	Hold	2,497	–	–	0.98%	17
2023 Q4	$1.19M	Buy	+2,497	New	+$1.12M	0.89%	19

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prepared Retirement Institute's IVV Position: Q1 2026 in Review

Prepared Retirement Institute reduced its iShares Core S&P 500 ETF (IVV) stake by 0.5% in Q1 2026, selling an estimated $4.78K and leaving 1,394 shares worth $911K. The position accounts for 0.45% of the portfolio, ranked #33.

Prepared Retirement Institute first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Prepared Retirement Institute held 1,394 shares of iShares Core S&P 500 ETF worth $911K as of Q1 2026.
Prepared Retirement Institute sold 7 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.78K.
iShares Core S&P 500 ETF made up 0.45% of Prepared Retirement Institute's portfolio in Q1 2026, its #33 holding.
Prepared Retirement Institute first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's iShares Core S&P 500 ETF position peaked at $1.48M in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.