Primoris Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Primoris Wealth Advisors's IVV Position: Q1 2026 in Review
Primoris Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q1 2026, buying an estimated $130K and bringing the position to 736 shares worth $481K. The position accounts for 0.34% of the portfolio, ranked #57.
Primoris Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Primoris Wealth Advisors held 736 shares of iShares Core S&P 500 ETF worth $481K as of Q1 2026.
- Primoris Wealth Advisors bought 190 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $130K.
- iShares Core S&P 500 ETF made up 0.34% of Primoris Wealth Advisors's portfolio in Q1 2026, its #57 holding.
- Primoris Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.