Prism 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 | – | Sell |
-302
| Closed | -$207K | – | 79 |
|
|
2025
Q4 | $207K | Hold |
302
| – | – | 0.06% | 72 |
|
|
2025
Q3 | $202K | Buy |
+302
| New | +$195K | 0.05% | 72 |
|
|
2025
Q1 | – | Sell |
-793
| Closed | -$467K | – | 63 |
|
|
2024
Q4 | $467K | Hold |
793
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $457K | Hold |
793
| – | – | 0.13% | 51 |
|
|
2024
Q2 | $434K | Sell |
793
-588
| -43% | -$309K | 0.13% | 51 |
|
|
2024
Q1 | $726K | Hold |
1,381
| – | – | 0.22% | 35 |
|
|
2023
Q4 | $660K | Hold |
1,381
| – | – | 0.21% | 38 |
|
|
2023
Q3 | $593K | Hold |
1,381
| – | – | 0.21% | 36 |
|
|
2023
Q2 | $616K | Hold |
1,381
| – | – | 0.21% | 35 |
|
|
2023
Q1 | $568K | Hold |
1,381
| – | – | 0.2% | 36 |
|
|
2022
Q4 | $531K | Hold |
1,381
| – | – | 0.19% | 36 |
|
|
2022
Q3 | $495K | Hold |
1,381
| – | – | 0.2% | 40 |
|
|
2022
Q2 | $524K | Hold |
1,381
| – | – | 0.2% | 36 |
|
|
2022
Q1 | $627K | Hold |
1,381
| – | – | 0.21% | 34 |
|
|
2021
Q4 | $659K | Hold |
1,381
| – | – | 0.22% | 34 |
|
|
2021
Q3 | $595K | Hold |
1,381
| – | – | 0.21% | 33 |
|
|
2021
Q2 | $594K | Hold |
1,381
| – | – | 0.21% | 35 |
|
|
2021
Q1 | $549K | Hold |
1,381
| – | – | 0.2% | 33 |
|
|
2020
Q4 | $518K | Hold |
1,381
| – | – | 0.2% | 33 |
|
|
2020
Q3 | $464K | Hold |
1,381
| – | – | 0.2% | 32 |
|
|
2020
Q2 | $428K | Hold |
1,381
| – | – | 0.19% | 36 |
|
|
2020
Q1 | $357K | Buy |
1,381
+81
| +6% | +$24.8K | 0.23% | 50 |
|
|
2019
Q4 | $420K | Sell |
1,300
-15
| -1% | -$4.64K | 0.21% | 48 |
|
|
2019
Q3 | $393K | Hold |
1,315
| – | – | 0.22% | 47 |
|
|
2019
Q2 | $388K | Hold |
1,315
| – | – | 0.22% | 46 |
|
|
2019
Q1 | $374K | Buy |
1,315
+47
| +4% | +$12.9K | 0.21% | 45 |
|
|
2018
Q4 | $319K | Hold |
1,268
| – | – | 0.2% | 44 |
|
|
2018
Q3 | $352K | Hold |
1,268
| – | – | 0.2% | 42 |
|
|
2018
Q2 | $352K | Hold |
1,268
| – | – | 0.19% | 44 |
|
|
2018
Q1 | $347K | Sell |
1,268
-1,255
| -50% | -$345K | 0.2% | 42 |
|
|
2017
Q4 | $678K | Buy |
+2,523
| New | +$661K | 0.37% | 34 |
|
Other funds holding IVV
Prism Advisors's IVV Position: Q1 2026 in Review
Prism Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 302 shares — an estimated $207K sold.
Prism Advisors first reported a position in IVV in Q4 2017 and held it in 31 quarters. The position peaked at $726K in Q1 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Prism Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Prism Advisors sold 302 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $207K.
- Prism Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 31 quarters.
- Prism Advisors's iShares Core S&P 500 ETF position peaked at $726K in Q1 2024.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.