Prime Capital Investment Advisors’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 | $305M | Buy |
466,993
+230,806
| +98% | +$158M | 3.53% | 3 |
|
|
2025
Q4 | $162M | Buy |
236,187
+23,679
| +11% | +$16.1M | 1.97% | 8 |
|
|
2025
Q3 | $142M | Sell |
212,508
-6,701
| -3% | -$4.32M | 1.79% | 10 |
|
|
2025
Q2 | $136M | Sell |
219,209
-66,903
| -23% | -$38.4M | 1.81% | 10 |
|
|
2025
Q1 | $161M | Buy |
286,112
+82,953
| +41% | +$49M | 1.88% | 9 |
|
|
2024
Q4 | $120M | Buy |
203,159
+45,232
| +29% | +$26.8M | 1.74% | 13 |
|
|
2024
Q3 | $91.1M | Buy |
157,927
+3,310
| +2% | +$1.84M | 1.3% | 22 |
|
|
2024
Q2 | $84.6M | Buy |
154,617
+38,895
| +34% | +$20.5M | 1.25% | 22 |
|
|
2024
Q1 | $60.8M | Sell |
115,722
-4,134
| -3% | -$2.07M | 0.85% | 23 |
|
|
2023
Q4 | $57.2M | Buy |
119,856
+64,407
| +116% | +$28.8M | 0.86% | 24 |
|
|
2023
Q3 | $23.8M | Buy |
55,449
+144
| +0.3% | +$64.4K | 0.49% | 48 |
|
|
2023
Q2 | $24.7M | Buy |
55,305
+49,630
| +875% | +$20.9M | 0.49% | 49 |
|
|
2023
Q1 | $2.33M | Sell |
5,675
-48,245
| -89% | -$19.3M | 0.1% | 151 |
|
|
2022
Q4 | $20.7M | Buy |
53,920
+48,944
| +984% | +$18.9M | 0.79% | 31 |
|
|
2022
Q3 | $1.78M | Buy |
4,976
+45
| +0.9% | +$18K | 0.1% | 126 |
|
|
2022
Q2 | $1.87M | Buy |
4,931
+209
| +4% | +$86K | 0.11% | 135 |
|
|
2022
Q1 | $2.25M | Hold |
4,722
| – | – | 0.13% | 124 |
|
|
2021
Q4 | $2.25M | Buy |
4,722
+791
| +20% | +$365K | 0.12% | 127 |
|
|
2021
Q3 | $1.69M | Sell |
3,931
-1,130
| -22% | -$501K | 0.11% | 143 |
|
|
2021
Q2 | $2.18M | Buy |
5,061
+354
| +8% | +$148K | 0.13% | 142 |
|
|
2021
Q1 | $1.87M | Sell |
4,707
-577
| -11% | -$223K | 0.14% | 126 |
|
|
2020
Q4 | $1.98M | Buy |
5,284
+576
| +12% | +$205K | 0.15% | 114 |
|
|
2020
Q3 | $1.58M | Buy |
4,708
+402
| +9% | +$134K | 0.13% | 123 |
|
|
2020
Q2 | $1.33M | Sell |
4,306
-771
| -15% | -$226K | 0.12% | 129 |
|
|
2020
Q1 | $1.31M | Buy |
5,077
+1,579
| +45% | +$484K | 0.16% | 102 |
|
|
2019
Q4 | $1.13M | Buy |
3,498
+21
| +0.6% | +$6.5K | 0.13% | 126 |
|
|
2019
Q3 | $1.04M | Buy |
3,477
+78
| +2% | +$23.2K | 0.16% | 121 |
|
|
2019
Q2 | $1M | Buy |
3,399
+276
| +9% | +$80K | 0.18% | 117 |
|
|
2019
Q1 | $889K | Buy |
3,123
+25
| +0.8% | +$6.84K | 0.26% | 82 |
|
|
2018
Q4 | $780K | Buy |
3,098
+793
| +34% | +$215K | 0.28% | 77 |
|
|
2018
Q3 | $675K | Buy |
2,305
+1,214
| +111% | +$348K | 0.21% | 83 |
|
|
2018
Q2 | $298K | Buy |
1,091
+424
| +64% | +$115K | 0.13% | 112 |
|
|
2018
Q1 | $177K | Buy |
667
+35
| +6% | +$9.63K | 0.13% | 101 |
|
|
2017
Q4 | $170K | Buy |
+632
| New | +$166K | 0.13% | 105 |
|
Other funds holding IVV
Prime Capital Investment Advisors's IVV Position: Q1 2026 in Review
Prime Capital Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 98% in Q1 2026, buying an estimated $158M and bringing the position to 466,993 shares worth $305M. The position accounts for 3.53% of the portfolio, ranked #3.
Prime Capital Investment Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Prime Capital Investment Advisors held 466,993 shares of iShares Core S&P 500 ETF worth $305M as of Q1 2026.
- Prime Capital Investment Advisors bought 230,806 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $158M.
- iShares Core S&P 500 ETF made up 3.53% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #3 holding.
- Prime Capital Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.