Prospect Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Prospect Financial Services’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	$434K	Sell	579 -281	-33%	-$205K	0.22%	72
2026 Q1	$562K	Sell	860 -13	-1%	-$8.88K	0.34%	53
2025 Q4	$598K	Sell	873 -72	-8%	-$48.9K	0.34%	51
2025 Q3	$632K	Buy	945 +7	+0.7%	+$4.51K	0.36%	51
2025 Q2	$582K	Buy	+938	New	+$539K	0.36%	49

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

Prospect Financial Services's IVV Position: Q2 2026 in Review

Prospect Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, selling an estimated $205K and leaving 579 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #72.

Prospect Financial Services first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $632K in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prospect Financial Services held 579 shares of iShares Core S&P 500 ETF worth $434K as of Q2 2026.
Prospect Financial Services sold 281 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $205K.
iShares Core S&P 500 ETF made up 0.22% of Prospect Financial Services's portfolio in Q2 2026, its #72 holding.
Prospect Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Prospect Financial Services's iShares Core S&P 500 ETF position peaked at $632K in Q3 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.