Prevail Innovative Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Prevail Innovative Wealth Advisors’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	$476K	Buy	636 +315	+98%	+$229K	0.07%	133
2026 Q1	$210K	Buy	+321	New	+$219K	0.04%	175
2025 Q2	–	Sell	-461	Closed	-$259K	–	206
2025 Q1	$259K	Buy	+461	New	+$272K	0.07%	159
2024 Q2	–	Sell	-605	Closed	-$318K	–	170
2024 Q1	$318K	Buy	+605	New	+$303K	0.12%	139

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IVV Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 98% in Q2 2026, buying an estimated $229K and bringing the position to 636 shares worth $476K. The position accounts for 0.07% of the portfolio, ranked #133.

Prevail Innovative Wealth Advisors first reported a position in IVV in Q1 2024 and has held it in 4 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prevail Innovative Wealth Advisors held 636 shares of iShares Core S&P 500 ETF worth $476K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 315 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $229K.
iShares Core S&P 500 ETF made up 0.07% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Prevail Innovative Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 4 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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