Presper Financial Architects’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$454K Sell
606
-1
-0.2% -$728 0.24% 26
2026
Q1
$397K Buy
607
+27
+5% +$18.4K 0.24% 28
2025
Q4
$397K Sell
580
-8
-1% -$5.43K 0.22% 34
2025
Q3
$394K Sell
588
-47
-7% -$30.3K 0.23% 34
2025
Q2
$394K Buy
+635
New +$365K 0.29% 30

Other funds holding IVV

Presper Financial Architects's IVV Position: Q2 2026 in Review

Presper Financial Architects reduced its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, selling an estimated $728 and leaving 606 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #26.

Presper Financial Architects first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Presper Financial Architects held 606 shares of iShares Core S&P 500 ETF worth $454K as of Q2 2026.
  • Presper Financial Architects sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.24% of Presper Financial Architects's portfolio in Q2 2026, its #26 holding.
  • Presper Financial Architects first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.