Prodigy Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Prodigy Asset Management’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	$376K	Hold	502	–	–	0.11%	21
2026 Q1	$328K	Hold	502	–	–	0.11%	21
2025 Q4	$344K	Hold	502	–	–	0.12%	20
2025 Q3	$336K	Hold	502	–	–	0.15%	18
2025 Q2	$312K	Buy	+502	New	+$288K	0.2%	20

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Prodigy Asset Management's IVV Position: Q2 2026 in Review

Prodigy Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 502 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #21.

Prodigy Asset Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prodigy Asset Management held 502 shares of iShares Core S&P 500 ETF worth $376K as of Q2 2026.
Prodigy Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.11% of Prodigy Asset Management's portfolio in Q2 2026, its #21 holding.
Prodigy Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prodigy Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.