Prudent Investors Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Prudent Investors Network’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	$457K	Sell	610 -195	-24%	-$142K	0.09%	49
2026 Q1	$526K	Buy	805 +46	+6%	+$31.4K	0.11%	43
2025 Q4	$520K	Buy	759 +181	+31%	+$123K	0.12%	38
2025 Q3	$387K	Buy	+578	New	+$372K	0.09%	43
2022 Q2	–	Sell	-523	Closed	-$237K	–	33
2022 Q1	$237K	Sell	523 -102	-16%	-$45.6K	0.11%	32
2021 Q4	$298K	Sell	625 -67	-10%	-$30.9K	0.14%	27
2021 Q3	$298K	Sell	692 -50	-7%	-$22.2K	0.15%	31
2021 Q2	$319K	Buy	742 +143	+24%	+$59.9K	0.16%	27
2021 Q1	$238K	Sell	599 -50	-8%	-$19.4K	0.13%	25
2020 Q4	$243K	Buy	+649	New	+$231K	0.15%	23

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Prudent Investors Network's IVV Position: Q2 2026 in Review

Prudent Investors Network reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, selling an estimated $142K and leaving 610 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #49.

Prudent Investors Network first reported a position in IVV in Q4 2020 and has held it in 10 quarters since. The position peaked at $526K in Q1 2026. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prudent Investors Network held 610 shares of iShares Core S&P 500 ETF worth $457K as of Q2 2026.
Prudent Investors Network sold 195 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $142K.
iShares Core S&P 500 ETF made up 0.09% of Prudent Investors Network's portfolio in Q2 2026, its #49 holding.
Prudent Investors Network first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
Prudent Investors Network's iShares Core S&P 500 ETF position peaked at $526K in Q1 2026.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.