Stewardship Advisors’s iShares Prime Money Market ETF PMMF Stock Holding History

Stewardship Advisors’s Portfolio PMMF Stock Details PMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.83M	Buy	68,179 +17,312	+34%	+$1.74M	1.42%	17
2026 Q2	$5.1M	Sell	50,867 -15,579	-23%	-$1.56M	1.06%	24
2026 Q1	$6.68M	Buy	66,446 +29,452	+80%	+$2.96M	1.53%	15
2025 Q4	$3.71M	Buy	36,994 +5,645	+18%	+$566K	0.86%	28
2025 Q3	$3.15M	Buy	31,349 +24,280	+343%	+$2.44M	0.75%	30
2025 Q2	$710K	Buy	+7,069	New	+$709K	0.18%	59

Other funds holding PMMF

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Sulzberger Capital Advisors Miami, Florida $101M AUM 12.74% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Independent Solutions Wealth Management Williamsville, New York $788M AUM 23.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Stewardship Advisors's PMMF Position: Q3 2026 in Review

Stewardship Advisors increased its iShares Prime Money Market ETF (PMMF) stake by 34% in Q3 2026, buying an estimated $1.74M and bringing the position to 68,179 shares worth $6.83M. The position accounts for 1.42% of the portfolio, ranked #17.

Stewardship Advisors first reported a position in PMMF in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold PMMF as of Q3 2026.

Stewardship Advisors held 68,179 shares of iShares Prime Money Market ETF worth $6.83M as of Q3 2026.
Stewardship Advisors bought 17,312 iShares Prime Money Market ETF shares in Q3 2026, an estimated $1.74M.
iShares Prime Money Market ETF made up 1.42% of Stewardship Advisors's portfolio in Q3 2026, its #17 holding.
Stewardship Advisors first reported a position in iShares Prime Money Market ETF in Q2 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.