Prosperity Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Prosperity Capital Advisors’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
2026 Q2	$3.49M	Buy	25,373 +96	+0.4%	+$12.7K	0.17%	91
2026 Q1	$2.86M	Sell	25,277 -4,709	-16%	-$566K	0.16%	98
2025 Q4	$3.7M	Buy	29,986 +1,948	+7%	+$238K	0.22%	83
2025 Q3	$3.38M	Buy	28,038 +3,528	+14%	+$406K	0.2%	84
2025 Q2	$2.7M	Sell	24,510 -1,480	-6%	-$146K	0.18%	106
2025 Q1	$2.43M	Buy	25,990 +2,916	+13%	+$294K	0.19%	89
2024 Q4	$2.34M	Buy	23,074 +1,657	+8%	+$165K	0.19%	87
2024 Q3	$2.05M	Buy	21,417 +3,403	+19%	+$314K	0.17%	98
2024 Q2	$1.67M	Buy	18,014 +8,347	+86%	+$720K	0.18%	84
2024 Q1	$817K	Sell	9,667 -87,331	-90%	-$7.02M	0.1%	161
2023 Q4	$7.28M	Buy	96,998 +9,929	+11%	+$707K	0.79%	23
2023 Q3	$5.96M	Buy	87,069 +65,224	+299%	+$4.62M	0.79%	23
2023 Q2	$1.54M	Buy	+21,845	New	+$1.44M	0.22%	67

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

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

Prosperity Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q2 2026, buying an estimated $12.7K and bringing the position to 25,373 shares worth $3.49M. The position accounts for 0.17% of the portfolio, ranked #91.

Prosperity Capital Advisors first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.28M in Q4 2023. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Prosperity Capital Advisors held 25,373 shares of iShares S&P 500 Growth ETF worth $3.49M as of Q2 2026.
Prosperity Capital Advisors bought 96 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.7K.
iShares S&P 500 Growth ETF made up 0.17% of Prosperity Capital Advisors's portfolio in Q2 2026, its #91 holding.
Prosperity Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Prosperity Capital Advisors's iShares S&P 500 Growth ETF position peaked at $7.28M in Q4 2023.
553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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