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

Prosperitas Financial’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
2025
Q1 		– Sell
-32,149
Closed -$3.26M – 65
2024
Q4 		$3.26M Buy
32,149
+696
+2% +$69.4K 1.65% 18
2024
Q3 		$3.01M Buy
31,453
+3,503
+13% +$323K 1.62% 18
2024
Q2 		$2.59M Sell
27,950
-350
-1% -$30.2K 1.58% 20
2024
Q1 		$2.39M Buy
28,300
+686
+2% +$55.1K 1.53% 19
2023
Q4 		$2.07M Buy
27,614
+628
+2% +$44.7K 1.53% 19
2023
Q3 		$1.85M Buy
+26,986
New +$1.91M 1.43% 20

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prosperitas Financial's IVW Position: Q1 2025 in Review

Prosperitas Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 32,149 shares — an estimated $3.26M sold.

Prosperitas Financial first reported a position in IVW in Q3 2023 and held it in 6 quarters. The position peaked at $3.26M in Q4 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Prosperitas Financial reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Prosperitas Financial sold 32,149 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $3.26M.
  • Prosperitas Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 6 quarters.
  • Prosperitas Financial's iShares S&P 500 Growth ETF position peaked at $3.26M in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Prosperitas Financial's 13F filing for Q1 2025, filed 14 May 2025.