Prosperity Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Hold
363
0.2% 36
2026
Q1
$237K Hold
363
0.2% 36
2025
Q4
$249K Buy
+363
New +$246K 0.21% 36

Other funds holding IVV

Prosperity Advisers's IVV Position: Q2 2026 in Review

Prosperity Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 363 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #36.

Prosperity Advisers first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Prosperity Advisers held 363 shares of iShares Core S&P 500 ETF worth $272K as of Q2 2026.
  • Prosperity Advisers left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.2% of Prosperity Advisers's portfolio in Q2 2026, its #36 holding.
  • Prosperity Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prosperity Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.