PrairieView Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

PrairieView Partners’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
2025 Q2	$73K	Buy	118 +5	+4%	+$2.87K	0.01%	173
2025 Q1	$63K	Hold	113	–	–	0.01%	182
2024 Q4	$66K	Hold	113	–	–	0.01%	180
2024 Q3	$65K	Hold	113	–	–	0.01%	178
2024 Q2	$61K	Buy	+113	New	+$59.4K	0.01%	187
2023 Q3	–	Sell	-58	Closed	-$25K	–	430
2023 Q2	$25K	Buy	+58	New	+$24.4K	﹤0.01%	250
2023 Q1	–	Sell	-800	Closed	-$307K	–	454
2022 Q4	$307K	Buy	800 +785	+5,233%	+$303K	0.05%	87
2022 Q3	$5K	Hold	15	–	–	﹤0.01%	354
2022 Q2	$6K	Hold	15	–	–	﹤0.01%	358
2022 Q1	$7K	Hold	15	–	–	﹤0.01%	347
2021 Q4	$7K	Hold	15	–	–	﹤0.01%	338
2021 Q3	$6K	Hold	15	–	–	﹤0.01%	301
2021 Q2	$6K	Buy	+15	New	+$6.28K	﹤0.01%	297

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PrairieView Partners's IVV Position: Q2 2025 in Review

PrairieView Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2025, buying an estimated $2.87K and bringing the position to 118 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #173.

PrairieView Partners first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. The position peaked at $307K in Q4 2022. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

PrairieView Partners held 118 shares of iShares Core S&P 500 ETF worth $73K as of Q2 2025.
PrairieView Partners bought 5 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $2.87K.
iShares Core S&P 500 ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #173 holding.
PrairieView Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
PrairieView Partners's iShares Core S&P 500 ETF position peaked at $307K in Q4 2022.
3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.