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Prudent Man Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Prudent Man Advisors’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 		$7.82M Buy
11,967
+6,961
+139% +$4.75M 2.34% 10
2025
Q4 		$3.43M Buy
5,006
+264
+6% +$179K 1.25% 17
2025
Q3 		$3.17M Sell
4,742
-2,014
-30% -$1.3M 1.17% 18
2025
Q2 		$4.19M Sell
6,756
-213
-3% -$122K 1.33% 14
2025
Q1 		$3.92M Buy
6,969
+1,285
+23% +$759K 1.42% 12
2024
Q4 		$3.35M Sell
5,684
-189
-3% -$112K 1.22% 13
2024
Q3 		$3.39M Hold
5,873
– – 1.13% 13
2024
Q2 		$3.21M Hold
5,873
– – 1.14% 14
2024
Q1 		$3.09M Buy
5,873
+2,203
+60% +$1.1M 1.16% 12
2023
Q4 		$1.75M Hold
3,670
– – 0.65% 22
2023
Q3 		$1.58M Hold
3,670
– – 0.63% 26
2023
Q2 		$1.64M Hold
3,670
– – 0.62% 26
2023
Q1 		$1.51M Sell
3,670
-1,158
-24% -$464K 0.59% 29
2022
Q4 		$1.85M Sell
4,828
-48
-1% -$18.5K 0.75% 19
2022
Q3 		$1.75M Hold
4,876
– – 0.83% 14
2022
Q2 		$1.85M Hold
4,876
– – 0.86% 15
2022
Q1 		$2.21M Sell
4,876
-262
-5% -$117K 0.9% 14
2021
Q4 		$2.45M Sell
5,138
-2
-0% -$922 0.93% 14
2021
Q3 		$2.21M Hold
5,140
– – 0.84% 15
2021
Q2 		$2.21M Sell
5,140
-257
-5% -$108K 0.85% 14
2021
Q1 		$2.15M Sell
5,397
-465
-8% -$180K 0.9% 14
2020
Q4 		$2.2M Sell
5,862
-1,489
-20% -$530K 0.92% 13
2020
Q3 		$2.47M Buy
7,351
+1,535
+26% +$511K 1.31% 10
2020
Q2 		$1.8M Buy
+5,816
New +$1.71M 1.6% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudent Man Advisors's IVV Position: Q1 2026 in Review

Prudent Man Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 139% in Q1 2026, buying an estimated $4.75M and bringing the position to 11,967 shares worth $7.82M. The position accounts for 2.34% of the portfolio, ranked #10.

Prudent Man Advisors first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Prudent Man Advisors held 11,967 shares of iShares Core S&P 500 ETF worth $7.82M as of Q1 2026.
  • Prudent Man Advisors bought 6,961 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.75M.
  • iShares Core S&P 500 ETF made up 2.34% of Prudent Man Advisors's portfolio in Q1 2026, its #10 holding.
  • Prudent Man Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.