William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Core S&P 500 ETF (IVV)
← All IVV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,461 0.04 Reduce 0.31% <0.01 $632.14–700.97 · VW $675.42i $4,220,850 SEC
2025   Q4 6,481 0.04 Add 1264.42% 0.04 $654.04–694.70 · VW $680.70i $4,438,894 SEC
2025   Q3 475 0.04 Reduce 90.72% 0.03 $618.48–670.55 · VW $647.61i $3,735,835 SEC
2025   Q2 5,120 0.03 Add 10.44% <0.01 $484.00–622.12 · VW $572.88i $3,178,824 SEC
2025   Q1 4,636 0.03 Reduce 0.32% <0.01 $549.40–616.22 · VW $583.88i $2,604,802 SEC
2024   Q4 4,651 0.03 Reduce 4.71% <0.01 $567.97–612.09 · VW $590.77i $2,737,777 SEC
2024   Q3 4,881 0.03 Reduce 15.26% <0.01 $513.02–577.47 · VW $558.18i $2,815,461 SEC
2024   Q2 5,760 0.03 Reduce 7.62% <0.01 $496.30–553.25 · VW $524.09i $3,152,047 SEC
2024   Q1 6,235 0.03 Reduce 11.32% <0.01 $468.65–527.16 · VW $501.73i $3,277,929 SEC
2023   Q4 7,031 0.04 Reduce 8.01% <0.01 $411.02–479.79 · VW $446.68i $3,358,243 SEC
2023   Q3 7,643 0.04 Add 122.12% 0.02 $424.16–461.88 · VW $446.36i $3,282,158 SEC
2023   Q2 3,441 0.02 Reduce 8.26% <0.01 $405.54–446.62 · VW $423.73i $1,533,713 SEC
2023   Q1 3,751 0.02 $411.09 $1,541,984 SEC
2022   Q4 3,751 0.02 $384.22 $1,441,193 SEC
2022   Q3 3,751 0.02 Add 1.35% <0.01 $358.53–434.03 · VW $394.51i $1,345,000 SEC
2022   Q2 3,701 0.02 Reduce 8.89% <0.01 $364.03–459.79 · VW $407.36i $1,403,000 SEC
2022   Q1 4,062 0.02 Reduce 0.25% $412.40–482.07 · VW $445.16i $1,843,000 SEC
2021   Q4 4,072 0.02 Add 2.96% <0.01 $428.01–481.09 · VW $462.72i $1,942,000 SEC
2021   Q3 3,955 0.02 Reduce 4.81% <0.01 $423.81–456.08 · VW $440.86i $1,704,000 SEC
2021   Q2 4,155 0.02 Add 15.61% <0.01 $399.66–430.62 · VW $418.67i $1,786,000 SEC
2021   Q1 3,594 0.02 Reduce 0.69% <0.01 $366.16–399.65 · VW $383.12i $1,430,000 SEC
2020   Q4 3,619 0.02 Add 11.08% <0.01 $323.72–376.04 · VW $354.17i $1,359,000 SEC
2020   Q3 3,258 0.01 Reduce 22.69% <0.01 $310.25–360.26 · VW $334.79i $1,095,000 SEC
2020   Q2 4,214 0.02 $309.68 $1,305,000 SEC
2020   Q1 4,214 0.02 $258.42 $1,089,000 SEC
2019   Q4 4,214 0.02 $323.21 $1,362,000 SEC
2019   Q3 4,214 0.02 Reduce 5.60% <0.01 $283.34–304.40 · VW $296.61i $1,258,000 SEC
2019   Q2 4,464 0.02 $294.80 $1,316,000 SEC
2019   Q1 4,464 0.02 $284.50 $1,270,000 SEC
2018   Q4 4,464 0.02 $251.57 $1,123,000 SEC
2018   Q3 4,464 0.02 $292.79 $1,307,000 SEC
2018   Q2 4,464 0.02 $273.07 $1,219,000 SEC
2018   Q1 4,464 0.01 $265.46 $1,185,000 SEC
2017   Q4 4,464 0.01 Reduce 3.25% <0.01 $253.11–271.84 · VW $263.16i $1,200,000 SEC
2017   Q3 4,614 0.01 Reduce 1.07% <0.01 $241.96–253.16 · VW $248.55i $1,167,000 SEC
2017   Q2 4,664 0.01 Add 2.15% <0.01 $234.02–247.49 · VW $241.34i $1,135,000 SEC
2017   Q1 4,566 0.01 Reduce 16.91% <0.01 $225.24–241.81 · VW $233.75i $1,083,000 SEC
2016   Q4 5,495 0.02 Add 14.10% <0.01 $209.57–229.69 · VW $219.47i $1,236,000 SEC
2016   Q3 4,816 0.01 Reduce 10.25% <0.01 $208.25–220.88 · VW $216.80i $1,048,000 SEC
2016   Q2 5,366 0.02 Reduce 2.37% <0.01 $199.79–213.64 · VW $208.19i $1,130,000 SEC
2016   Q1 5,496 0.02 $206.70 $1,136,000 SEC
2015   Q4 5,496 0.02 $204.88 $1,126,000 SEC
2015   Q3 5,496 0.02 Reduce 2.22% <0.01 $147.21–214.46 · VW $195.50i $1,059,000 SEC
2015   Q2 5,621 0.02 Reduce 0.88% <0.01 $205.88–215.23 · VW $210.42i $1,165,000 SEC
2015   Q1 5,671 0.02 Reduce 0.02% $199.27–213.74 · VW $206.31i $1,179,000 SEC
2014   Q4 5,672 0.02 Add 24.03% <0.01 $183.13–210.81 · VW $201.67i $1,173,000 SEC
2014   Q3 4,573 0.01 Add 30.55% <0.01 $191.78–204.00 · VW $198.18i $907,000 SEC
2014   Q2 3,503 0.01 Reduce 46.13% <0.01 $182.41–198.25 · VW $191.53i $690,000 SEC
2014   Q1 6,503 0.02 Reduce 22.32% <0.01 $174.72–190.13 · VW $184.04i $1,223,000 SEC
2013   Q4 8,371 0.03 Add 41.09% <0.01 $165.44–185.74 · VW $178.55i $1,554,000 SEC
2013   Q3 5,933 0.02 Reduce 16.32% <0.01 $161.07–174.55 · VW $167.69i $1,002,000 SEC
2013   Q2 7,090 0.02 Reduce 21.40% <0.01 $154.31–169.93 · VW $161.75i $1,141,000 SEC
2013   Q1 9,020 0.01 Reduce 4.85% <0.01 $145.46–157.62 · VW $152.42i $1,419,000 SEC
2012   Q4 9,480 0.03 Reduce 0.11% $135.25–147.76 · VW $142.49i $1,357,000 SEC
2012   Q3 9,490 0.03 Add 6.75% <0.01 $133.13–148.74 · VW $140.52i $1,370,000 SEC
2012   Q2 8,890 0.03 Reduce 12.54% <0.01 $127.57–142.71 · VW $135.77i $1,216,000 SEC
2012   Q1 10,165 0.04 Reduce 40.50% 0.03 $126.88–142.41 · VW $135.47i $1,435,000 SEC
2011   Q4 17,083 0.06 Reduce 7.40% <0.01 $107.80–129.85 · VW $123.18i $2,152,000 SEC
2011   Q3 18,448 0.07 Add 29.83% 0.02 $110.66–136.17 · VW $122.16i $2,097,000 SEC
2011   Q2 14,209 0.03 Add 29.99% <0.01 $126.64–137.64 · VW $133.58i $1,882,000 SEC
2011   Q1 10,931 0.04 Reduce 6.76% <0.01 $125.75–135.18 · VW $130.70i $1,454,000 SEC
2010   Q4 11,724 0.04 Reduce 15.76% <0.01 $113.57–126.92 · VW $120.65i $1,480,000 SEC
2010   Q3 13,918 0.03 Reduce 15.34% <0.01 $101.50–116.17 · VW $109.50i $1,593,472,000 SEC
2010   Q2 16,440 0.06 Add 7.87% <0.01 $88.42–122.50 · VW $109.68i $1,700,882,000 SEC
2010   Q1 15,240 0.03 Reduce 32.51% 0.01 $104.90–118.49 · VW $111.75i $1,788,262,000 SEC
2009   Q4 22,582 0.04 Add 141.52% 0.02 $102.33–113.43 · VW $108.51i $2,524,893,000 SEC
2009   Q3 9,350 0.02 Add 141.29% <0.01 $87.30–108.42 · VW $100.10i $991,194,000 SEC
2009   Q2 3,875 <0.01 $92,349.94 $357,856,000 SEC
2009   Q1 3,875 <0.01 $79,620.13 $308,528,000 SEC
2008   Q4 3,875 <0.01 Buy <0.01 $74.50–116.89 · VW $92.92i $349,951,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.01 $111.07–131.72 · VW $123.44i SEC
2008   Q2 8,030 0.01 Reduce 19.94% <0.01 $127.27–144.44 · VW $136.32i $741,276,000 SEC
2008   Q1 10,030 0.01 Add 317.92% 0.01 $124.98–147.25 · VW $134.53i $1,034,873,000 SEC
2007   Q4 2,400 <0.01 Reduce 36.84% <0.01 $140.97–157.79 · VW $150.07i $352,176 SEC
2007   Q3 3,800 <0.01 Reduce 28.30% <0.01 $137.47–155.75 · VW $147.79i $581,286,000 SEC
2007   Q2 5,300 <0.01 Add 103.85% <0.01 $141.73–154.60 · VW $150.64i $797,703 SEC
2007   Q1 2,600 <0.01 Reduce 27.78% <0.01 $137.03–146.78 · VW $142.17i $370,084 SEC
2006   Q4 3,600 <0.01 Reduce 45.45% 0.01 $132.86–143.87 · VW $139.66i $511,200 SEC
2006   Q3 6,600 0.02 Reduce 26.67% <0.01 $122.71–134.46 · VW $129.34i $882,750 SEC
2006   Q2 9,000 0.03 Add 47.54% <0.01 $122.55–133.00 · VW $128.41i $1,147,950 SEC
2006   Q1 6,100 0.01 Add 74.29% <0.01 $124.62–131.70 · VW $128.32i $792,512 SEC
2005   Q4 3,500 <0.01 Reduce 30.00% <0.01 $116.88–128.11 · VW $123.65i $436,345 SEC
2005   Q3 5,000 0.02 Buy 0.02 $118.30–124.73 · VW $122.53i $615,000 SEC
Price snapshot:
Current price$752.58
Avg. buy price$1,156.03
+/- since buy-34.90%
52-week low$613.71
52-week high$761.95