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Prosperity Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Prosperity Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6M Buy
174,363
+18,043
+12% +$4.03M 1.96% 11
2026
Q1 		$33M Sell
156,320
-67,627
-30% -$14.6M 1.88% 10
2025
Q4 		$47.5M Buy
223,947
+110,058
+97% +$23.1M 2.84% 8
2025
Q3 		$23.5M Buy
113,889
+11,781
+12% +$2.37M 1.36% 17
2025
Q2 		$20M Buy
102,108
+9,070
+10% +$1.69M 1.3% 14
2025
Q1 		$17.7M Buy
93,038
+9,831
+12% +$1.9M 1.4% 14
2024
Q4 		$15.9M Buy
83,207
+11,116
+15% +$2.2M 1.29% 16
2024
Q3 		$14.2M Buy
72,091
+8,033
+13% +$1.53M 1.21% 17
2024
Q2 		$11.7M Buy
64,058
+12,580
+24% +$2.29M 1.29% 14
2024
Q1 		$9.62M Buy
+51,478
New +$9.15M 1.14% 15
2023
Q3 		– Sell
-7,078
Closed -$1.14M – 242
2023
Q2 		$1.14M Buy
+7,078
New +$1.09M 0.16% 81

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prosperity Capital Advisors's IVE Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, buying an estimated $4.03M and bringing the position to 174,363 shares worth $39.6M. The position accounts for 1.96% of the portfolio, ranked #11.

Prosperity Capital Advisors first reported a position in IVE in Q2 2023 and has held it in 11 quarters since. The position peaked at $47.5M in Q4 2025. 513 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Prosperity Capital Advisors held 174,363 shares of iShares S&P 500 Value ETF worth $39.6M as of Q2 2026.
  • Prosperity Capital Advisors bought 18,043 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.03M.
  • iShares S&P 500 Value ETF made up 1.96% of Prosperity Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Prosperity Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 11 quarters since.
  • Prosperity Capital Advisors's iShares S&P 500 Value ETF position peaked at $47.5M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.