SA
PMMF

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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Stewardship Advisors's PMMF Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares Prime Money Market ETF (PMMF) stake by 23% in Q2 2026, selling an estimated $1.56M and leaving 50,867 shares worth $5.1M. The position accounts for 1.06% of the portfolio, ranked #24.

Stewardship Advisors first reported a position in PMMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.68M in Q1 2026. 13 funds tracked by Wall St. Rank hold PMMF as of Q2 2026.

  • Stewardship Advisors held 50,867 shares of iShares Prime Money Market ETF worth $5.1M as of Q2 2026.
  • Stewardship Advisors sold 15,579 iShares Prime Money Market ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Prime Money Market ETF made up 1.06% of Stewardship Advisors's portfolio in Q2 2026, its #24 holding.
  • Stewardship Advisors first reported a position in iShares Prime Money Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Stewardship Advisors's iShares Prime Money Market ETF position peaked at $6.68M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.