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

Prosperity Capital Advisors’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 Q2	$13M	Sell	17,344 -1,000	-5%	-$728K	0.64%	29
2026 Q1	$12M	Buy	18,344 +4,212	+30%	+$2.88M	0.68%	32
2025 Q4	$9.68M	Buy	14,132 +5,707	+68%	+$3.88M	0.58%	37
2025 Q3	$5.64M	Buy	8,425 +343	+4%	+$221K	0.33%	65
2025 Q2	$5.02M	Sell	8,082 -2,229	-22%	-$1.28M	0.33%	66
2025 Q1	$5.81M	Buy	10,311 +262	+3%	+$155K	0.46%	45
2024 Q4	$5.92M	Sell	10,049 -264	-3%	-$156K	0.48%	41
2024 Q3	$5.95M	Buy	10,313 +677	+7%	+$376K	0.51%	37
2024 Q2	$5.27M	Buy	9,636 +1,202	+14%	+$632K	0.58%	33
2024 Q1	$4.43M	Sell	8,434 -7,335	-47%	-$3.67M	0.52%	34
2023 Q4	$7.53M	Buy	15,769 +866	+6%	+$388K	0.82%	22
2023 Q3	$6.4M	Buy	14,903 +3,324	+29%	+$1.49M	0.85%	21
2023 Q2	$5.16M	Buy	11,579 +1,927	+20%	+$812K	0.72%	20
2023 Q1	$3.97M	Buy	9,652 +3,867	+67%	+$1.55M	0.61%	29
2022 Q4	$2.22M	Buy	+5,785	New	+$2.23M	0.68%	23

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, selling an estimated $728K and leaving 17,344 shares worth $13M. The position accounts for 0.64% of the portfolio, ranked #29.

Prosperity Capital Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,298 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prosperity Capital Advisors held 17,344 shares of iShares Core S&P 500 ETF worth $13M as of Q2 2026.
Prosperity Capital Advisors sold 1,000 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $728K.
iShares Core S&P 500 ETF made up 0.64% of Prosperity Capital Advisors's portfolio in Q2 2026, its #29 holding.
Prosperity Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
2,298 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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