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

Prospera 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 		$62.8M Buy
83,774
+3,737
+5% +$2.72M 0.91% 15
2026
Q1 		$52.3M Sell
80,037
-533
-0.7% -$364K 0.84% 18
2025
Q4 		$55.2M Buy
80,570
+1,517
+2% +$1.03M 0.91% 16
2025
Q3 		$53M Sell
79,053
-15,079
-16% -$9.71M 0.9% 13
2025
Q2 		$58.5M Buy
94,132
+26,067
+38% +$15M 1.09% 11
2025
Q1 		$38.3M Buy
68,065
+1,596
+2% +$942K 0.88% 13
2024
Q4 		$39.2M Buy
66,469
+7,758
+13% +$4.59M 0.91% 13
2024
Q3 		$33.9M Sell
58,711
-1,752
-3% -$974K 0.87% 16
2024
Q2 		$33.1M Sell
60,463
-28,983
-32% -$15.2M 0.92% 16
2024
Q1 		$47M Buy
89,446
+15,314
+21% +$7.66M 1.4% 9
2023
Q4 		$35.4M Buy
74,132
+28,424
+62% +$12.7M 1.17% 11
2023
Q3 		$19.6M Buy
45,708
+21,596
+90% +$9.66M 0.76% 21
2023
Q2 		$10.7M Buy
24,112
+2,369
+11% +$998K 0.41% 48
2023
Q1 		$8.94M Buy
21,743
+661
+3% +$265K 0.37% 54
2022
Q4 		$8.1M Sell
21,082
-8,762
-29% -$3.38M 0.41% 54
2022
Q3 		$10.7M Buy
29,844
+9,426
+46% +$3.76M 0.56% 27
2022
Q2 		$7.74M Sell
20,418
-3,184
-13% -$1.31M 0.39% 40
2022
Q1 		$10.7M Buy
23,602
+2,068
+10% +$925K 0.45% 25
2021
Q4 		$10.3M Buy
21,534
+2,112
+11% +$973K 0.44% 29
2021
Q3 		$8.37M Buy
19,422
+1,499
+8% +$664K 0.42% 37
2021
Q2 		$7.71M Buy
17,923
+567
+3% +$238K 0.39% 41
2021
Q1 		$6.91M Buy
17,356
+4,452
+35% +$1.72M 0.41% 34
2020
Q4 		$4.84M Buy
12,904
+8,302
+180% +$2.96M 0.33% 56
2020
Q3 		$1.55M Sell
4,602
-12,399
-73% -$4.13M 0.59% 39
2020
Q2 		$5.26M Sell
17,001
-226
-1% -$66.4K 0.47% 29
2020
Q1 		$4.45M Buy
17,227
+3,657
+27% +$1.12M 0.47% 34
2019
Q4 		$4.39M Buy
13,570
+200
+1% +$61.9K 0.34% 48
2019
Q3 		$3.99M Sell
13,370
-4,090
-23% -$1.22M 0.41% 39
2019
Q2 		$5.22M Sell
17,460
-1,051
-6% -$305K 0.59% 17
2019
Q1 		$5.38M Buy
18,511
+9,938
+116% +$2.72M 1.77% 3
2018
Q4 		$2.17M Buy
8,573
+1,818
+27% +$494K 0.44% 39
2018
Q3 		$1.91M Sell
6,755
-2,923
-30% -$838K 0.36% 56
2018
Q2 		$2.66M Sell
9,678
-4,009
-29% -$1.09M 0.36% 50
2018
Q1 		$3.63M Buy
13,687
+837
+7% +$230K 0.51% 33
2017
Q4 		$3.5M Sell
12,850
-1,033
-7% -$271K 0.54% 26
2017
Q3 		$3.53M Sell
13,883
-2,162
-13% -$537K 0.54% 22
2017
Q2 		$3.89M Sell
16,045
-2,901
-15% -$700K 0.62% 19
2017
Q1 		$4.48M Buy
18,946
+1,133
+6% +$265K 0.81% 14
2016
Q4 		$4.05M Sell
17,813
-517
-3% -$114K 0.79% 21
2016
Q3 		$3.99M Sell
18,330
-233
-1% -$50.7K 0.8% 16
2016
Q2 		$3.91M Sell
18,563
-104
-0.6% -$21.7K 0.81% 18
2016
Q1 		$3.86M Sell
18,667
-2,788
-13% -$547K 0.86% 20
2015
Q4 		$4.4M Buy
21,455
+3,019
+16% +$624K 0.96% 18
2015
Q3 		$3.55M Buy
18,436
+2,658
+17% +$543K 0.9% 16
2015
Q2 		$3.27M Sell
15,778
-1,158
-7% -$245K 0.78% 22
2015
Q1 		$3.52M Sell
16,936
-610
-3% -$127K 0.78% 21
2014
Q4 		$3.63M Sell
17,546
-6,403
-27% -$1.3M 0.9% 17
2014
Q3 		$4.75M Sell
23,949
-4,682
-16% -$932K 1.28% 13
2014
Q2 		$5.64M Sell
28,631
-13,706
-32% -$2.62M 1.53% 14
2014
Q1 		$7.96M Buy
42,337
+869
+2% +$160K 2.52% 7
2013
Q4 		$7.7M Buy
41,468
+33,320
+409% +$5.93M 2.59% 10
2013
Q3 		$1.39M Buy
8,148
+4,516
+124% +$761K 0.53% 45
2013
Q2 		$589K Buy
+3,632
New +$588K 0.27% 90

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Prospera Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, buying an estimated $2.72M and bringing the position to 83,774 shares worth $62.8M. The position accounts for 0.91% of the portfolio, ranked #15.

Prospera Financial Services first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 957 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Prospera Financial Services held 83,774 shares of iShares Core S&P 500 ETF worth $62.8M as of Q2 2026.
  • Prospera Financial Services bought 3,737 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.72M.
  • iShares Core S&P 500 ETF made up 0.91% of Prospera Financial Services's portfolio in Q2 2026, its #15 holding.
  • Prospera Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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