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

Prosperitas Financial’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
Q1 		$252K Sell
386
-1
-0.3% -$683 0.09% 76
2025
Q4 		$265K Buy
387
+12
+3% +$8.15K 0.1% 66
2025
Q3 		$251K Sell
375
-20
-5% -$12.9K 0.1% 59
2025
Q2 		$245K Sell
395
-40
-9% -$23K 0.12% 52
2025
Q1 		$244K Buy
435
+86
+25% +$50.8K 0.13% 49
2024
Q4 		$205K Buy
+349
New +$207K 0.1% 62

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prosperitas Financial's IVV Position: Q1 2026 in Review

Prosperitas Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q1 2026, selling an estimated $683 and leaving 386 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #76.

Prosperitas Financial first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $265K in Q4 2025. 3,989 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Prosperitas Financial held 386 shares of iShares Core S&P 500 ETF worth $252K as of Q1 2026.
  • Prosperitas Financial sold 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
  • iShares Core S&P 500 ETF made up 0.09% of Prosperitas Financial's portfolio in Q1 2026, its #76 holding.
  • Prosperitas Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Prosperitas Financial's iShares Core S&P 500 ETF position peaked at $265K in Q4 2025.
  • 3,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.