PFS
IVW icon

Prospera Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Prospera Financial Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.97M Sell
57,917
-4,411
-7% -$582K 0.12% 190
2026
Q1 		$7.05M Buy
62,328
+2,797
+5% +$336K 0.11% 193
2025
Q4 		$7.34M Buy
59,531
+2,401
+4% +$294K 0.12% 179
2025
Q3 		$6.9M Buy
57,130
+1,918
+3% +$221K 0.12% 191
2025
Q2 		$6.08M Buy
55,212
+8,328
+18% +$824K 0.11% 196
2025
Q1 		$4.35M Buy
46,884
+2,862
+7% +$289K 0.1% 218
2024
Q4 		$4.47M Buy
44,022
+4,043
+10% +$403K 0.1% 214
2024
Q3 		$3.83M Buy
39,979
+4,605
+13% +$425K 0.1% 226
2024
Q2 		$3.27M Buy
35,374
+7,643
+28% +$659K 0.09% 243
2024
Q1 		$2.34M Buy
27,731
+1,530
+6% +$123K 0.07% 305
2023
Q4 		$1.97M Sell
26,201
-1,690
-6% -$120K 0.07% 307
2023
Q3 		$1.91M Sell
27,891
-730
-3% -$51.7K 0.07% 275
2023
Q2 		$2.02M Buy
28,621
+1,611
+6% +$106K 0.08% 267
2023
Q1 		$1.73M Sell
27,010
-35
-0.1% -$2.14K 0.07% 290
2022
Q4 		$1.58M Sell
27,045
-3,408
-11% -$205K 0.08% 266
2022
Q3 		$1.76M Buy
30,453
+427
+1% +$27.7K 0.09% 254
2022
Q2 		$1.81M Sell
30,026
-1,964
-6% -$130K 0.09% 257
2022
Q1 		$2.44M Sell
31,990
-25,291
-44% -$1.9M 0.1% 238
2021
Q4 		$4.79M Buy
57,281
+10,429
+22% +$840K 0.21% 110
2021
Q3 		$3.46M Buy
46,852
+24,062
+106% +$1.83M 0.17% 154
2021
Q2 		$1.66M Sell
22,790
-2,060
-8% -$143K 0.08% 274
2021
Q1 		$1.62M Sell
24,850
-3,866
-13% -$250K 0.1% 250
2020
Q4 		$1.83M Buy
+28,716
New +$1.74M 0.13% 200
2020
Q3 		– Sell
-18,936
Closed -$982K – 1656
2020
Q2 		$982K Buy
18,936
+5,600
+42% +$268K 0.09% 235
2020
Q1 		$550K Sell
13,336
-10,856
-45% -$513K 0.06% 284
2019
Q4 		$1.17M Buy
24,192
+2,740
+13% +$127K 0.09% 233
2019
Q3 		$965K Buy
21,452
+4,068
+23% +$184K 0.1% 181
2019
Q2 		$786K Buy
17,384
+2,560
+17% +$113K 0.09% 202
2019
Q1 		$650K Buy
14,824
+8,852
+148% +$363K 0.21% 131
2018
Q4 		$226K Sell
5,972
-1,564
-21% -$63.3K 0.05% 342
2018
Q3 		$318K Sell
7,536
-5,736
-43% -$247K 0.06% 297
2018
Q2 		$543K Sell
13,272
-15,600
-54% -$627K 0.07% 214
2018
Q1 		$1.12M Buy
28,872
+17,752
+160% +$708K 0.16% 130
2017
Q4 		$432K Buy
11,120
+3,596
+48% +$134K 0.07% 245
2017
Q3 		$270K Sell
7,524
-2,020
-21% -$71.2K 0.04% 345
2017
Q2 		$326K Buy
+9,544
New +$323K 0.05% 293
2015
Q4 		– Sell
-21,708
Closed -$585K – 316
2015
Q3 		$585K Sell
21,708
-2,440
-10% -$69.4K 0.15% 96
2015
Q2 		$687K Sell
24,148
-152
-0.6% -$4.41K 0.16% 101
2015
Q1 		$692K Buy
24,300
+536
+2% +$15.2K 0.15% 98
2014
Q4 		$663K Sell
23,764
-548
-2% -$15K 0.17% 102
2014
Q3 		$605K Sell
24,312
-732
-3% -$19.5K 0.16% 100
2014
Q2 		$659K Buy
25,044
+228
+0.9% +$5.79K 0.18% 93
2014
Q1 		$544K Buy
24,816
+3,348
+16% +$82.7K 0.17% 88
2013
Q4 		$530K Buy
+21,468
New +$506K 0.18% 94

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Prospera Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.1% in Q2 2026, selling an estimated $582K and leaving 57,917 shares worth $7.97M. The position accounts for 0.12% of the portfolio, ranked #190.

Prospera Financial Services first reported a position in IVW in Q4 2013 and has held it in 44 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Prospera Financial Services held 57,917 shares of iShares S&P 500 Growth ETF worth $7.97M as of Q2 2026.
  • Prospera Financial Services sold 4,411 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $582K.
  • iShares S&P 500 Growth ETF made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #190 holding.
  • Prospera Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 44 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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