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

PrairieView Wealth 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
2026
Q2 		$29.1M Sell
38,830
-1,079
-3% -$786K 21.72% 1
2026
Q1 		$26.1M Buy
39,909
+377
+1% +$257K 21.37% 1
2025
Q4 		$27.1M Buy
39,532
+338
+0.9% +$230K 24.56% 1
2025
Q3 		$26.2M Buy
39,194
+962
+3% +$620K 24.64% 1
2025
Q2 		$23.7M Buy
38,232
+833
+2% +$478K 24.64% 1
2025
Q1 		$21M Buy
37,399
+2,733
+8% +$1.61M 25.69% 1
2024
Q4 		$20.4M Sell
34,666
-402
-1% -$238K 22.05% 1
2024
Q3 		$20.2M Sell
35,068
-5,084
-13% -$2.83M 21.86% 1
2024
Q2 		$22M Buy
40,152
+151
+0.4% +$79.4K 18.72% 1
2024
Q1 		$21M Buy
40,001
+1,066
+3% +$533K 19.08% 1
2023
Q4 		$18.6M Buy
+38,935
New +$17.4M 18.59% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

PrairieView Wealth Partners's IVV Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, selling an estimated $786K and leaving 38,830 shares worth $29.1M. The position accounts for 21.72% of the portfolio, ranked #1.

PrairieView Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • PrairieView Wealth Partners held 38,830 shares of iShares Core S&P 500 ETF worth $29.1M as of Q2 2026.
  • PrairieView Wealth Partners sold 1,079 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $786K.
  • iShares Core S&P 500 ETF made up 21.72% of PrairieView Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • PrairieView Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.