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

PSI 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 		$1.98M Sell
3,025
-182
-6% -$124K 0.47% 36
2025
Q4 		$2.2M Buy
3,207
+73
+2% +$49.6K 0.55% 34
2025
Q3 		$2.1M Sell
3,134
-15
-0.5% -$9.66K 0.54% 32
2025
Q2 		$1.96M Sell
3,149
-146
-4% -$83.8K 0.96% 18
2025
Q1 		$1.85M Sell
3,295
-1,029
-24% -$608K 0.6% 28
2024
Q4 		$2.54M Sell
4,324
-221
-5% -$131K 0.76% 29
2024
Q3 		$2.62M Sell
4,545
-395
-8% -$220K 0.77% 29
2024
Q2 		$2.7M Sell
4,940
-1,152
-19% -$606K 0.86% 27
2024
Q1 		$3.2M Sell
6,092
-1,217
-17% -$609K 1.16% 21
2023
Q4 		$3.49M Sell
7,309
-1,007
-12% -$451K 1.3% 19
2023
Q3 		$3.57M Sell
8,316
-1,490
-15% -$666K 1.55% 14
2023
Q2 		$4.37M Sell
9,806
-985
-9% -$415K 1.92% 12
2023
Q1 		$4.44M Sell
10,791
-2,621
-20% -$1.05M 2.14% 11
2022
Q4 		$5.15M Sell
13,412
-2,781
-17% -$1.07M 2.74% 7
2022
Q3 		$5.81M Sell
16,193
-707
-4% -$282K 3.05% 6
2022
Q2 		$6.41M Sell
16,900
-8,081
-32% -$3.32M 3.15% 5
2022
Q1 		$11.3M Sell
24,981
-343
-1% -$153K 4.67% 2
2021
Q4 		$12.1M Sell
25,324
-370
-1% -$171K 4.92% 2
2021
Q3 		$11.1M Buy
25,694
+451
+2% +$200K 5.09% 2
2021
Q2 		$10.9M Sell
25,243
-1,927
-7% -$807K 5.72% 2
2021
Q1 		$10.8M Sell
27,170
-6,997
-20% -$2.71M 6.37% 2
2020
Q4 		$12.8M Sell
34,167
-4,208
-11% -$1.5M 8.84% 2
2020
Q3 		$12.9M Sell
38,375
-1,995
-5% -$664K 9.84% 2
2020
Q2 		$12.5M Sell
40,370
-1,398
-3% -$410K 10.08% 2
2020
Q1 		$10.8M Sell
41,768
-1,566
-4% -$480K 9.89% 2
2019
Q4 		$14M Buy
+43,334
New +$13.4M 9.01% 1

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

PSI Advisors's IVV Position: Q1 2026 in Review

PSI Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q1 2026, selling an estimated $124K and leaving 3,025 shares worth $1.98M. The position accounts for 0.47% of the portfolio, ranked #36.

PSI Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $14M in Q4 2019. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • PSI Advisors held 3,025 shares of iShares Core S&P 500 ETF worth $1.98M as of Q1 2026.
  • PSI Advisors sold 182 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P 500 ETF made up 0.47% of PSI Advisors's portfolio in Q1 2026, its #36 holding.
  • PSI Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's iShares Core S&P 500 ETF position peaked at $14M in Q4 2019.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.