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Prospera Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Prospera Financial Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Sell
27,814
-2,276
-8% -$508K 0.09% 235
2026
Q1 		$6.35M Buy
30,090
+1,478
+5% +$320K 0.1% 218
2025
Q4 		$6.07M Buy
28,612
+2,341
+9% +$491K 0.1% 211
2025
Q3 		$5.43M Buy
26,271
+561
+2% +$113K 0.09% 234
2025
Q2 		$5.03M Sell
25,710
-671
-3% -$125K 0.09% 224
2025
Q1 		$5.03M Buy
26,381
+569
+2% +$110K 0.12% 199
2024
Q4 		$4.93M Buy
25,812
+1,710
+7% +$339K 0.11% 200
2024
Q3 		$4.75M Buy
24,102
+3,016
+14% +$573K 0.12% 186
2024
Q2 		$3.84M Buy
21,086
+1,679
+9% +$306K 0.11% 211
2024
Q1 		$3.63M Buy
19,407
+735
+4% +$131K 0.11% 212
2023
Q4 		$3.25M Sell
18,672
-817
-4% -$131K 0.11% 220
2023
Q3 		$3M Sell
19,489
-1,637
-8% -$265K 0.12% 198
2023
Q2 		$3.41M Buy
21,126
+632
+3% +$97.2K 0.13% 183
2023
Q1 		$3.11M Sell
20,494
-1,034
-5% -$156K 0.13% 196
2022
Q4 		$3.12M Sell
21,528
-3,190
-13% -$455K 0.16% 155
2022
Q3 		$3.18M Sell
24,718
-1,034
-4% -$147K 0.17% 151
2022
Q2 		$3.54M Buy
25,752
+3,185
+14% +$470K 0.18% 134
2022
Q1 		$3.52M Buy
22,567
+12,294
+120% +$1.89M 0.15% 167
2021
Q4 		$1.61M Buy
10,273
+1,701
+20% +$259K 0.07% 309
2021
Q3 		$1.25M Buy
8,572
+848
+11% +$126K 0.06% 329
2021
Q2 		$1.14M Buy
7,724
+1,137
+17% +$167K 0.06% 347
2021
Q1 		$931K Buy
6,587
+1,315
+25% +$177K 0.06% 355
2020
Q4 		$675K Buy
5,272
+4,780
+972% +$578K 0.05% 363
2020
Q3 		$55K Buy
+492
New +$55.8K 0.02% 586
2020
Q1 		– Sell
-1,944
Closed -$253K – 574
2019
Q4 		$253K Buy
1,944
+51
+3% +$6.35K 0.02% 513
2019
Q3 		$225K Buy
+1,893
New +$222K 0.02% 493
2018
Q2 		– Sell
-4,262
Closed -$467K – 464
2018
Q1 		$467K Buy
+4,262
New +$487K 0.07% 249
2015
Q4 		– Sell
-6,443
Closed -$541K – 315
2015
Q3 		$541K Sell
6,443
-240
-4% -$21.5K 0.14% 105
2015
Q2 		$616K Buy
6,683
+109
+2% +$10.3K 0.15% 110
2015
Q1 		$608K Buy
6,574
+389
+6% +$36.1K 0.14% 110
2014
Q4 		$580K Sell
6,185
-157
-2% -$14.4K 0.14% 114
2014
Q3 		$571K Sell
6,342
-101
-2% -$9.18K 0.15% 107
2014
Q2 		$582K Buy
6,443
+737
+13% +$65.1K 0.16% 107
2014
Q1 		$496K Buy
5,706
+772
+16% +$65.2K 0.16% 99
2013
Q4 		$422K Buy
+4,934
New +$406K 0.14% 118

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prospera Financial Services's IVE Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares S&P 500 Value ETF (IVE) stake by 7.6% in Q2 2026, selling an estimated $508K and leaving 27,814 shares worth $6.32M. The position accounts for 0.09% of the portfolio, ranked #235.

Prospera Financial Services first reported a position in IVE in Q4 2013 and has held it in 35 quarters since. The position peaked at $6.35M in Q1 2026. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Prospera Financial Services held 27,814 shares of iShares S&P 500 Value ETF worth $6.32M as of Q2 2026.
  • Prospera Financial Services sold 2,276 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $508K.
  • iShares S&P 500 Value ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #235 holding.
  • Prospera Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2013 and has held it in 35 quarters since.
  • Prospera Financial Services's iShares S&P 500 Value ETF position peaked at $6.35M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.