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Prosperity Consulting Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Prosperity Consulting Group’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 		$5.85M Buy
25,758
+3,730
+17% +$833K 0.22% 85
2026
Q1 		$4.65M Buy
22,028
+12,962
+143% +$2.81M 0.21% 84
2025
Q4 		$1.92M Buy
9,066
+2,522
+39% +$529K 0.09% 165
2025
Q3 		$1.35M Buy
6,544
+4,814
+278% +$967K 0.07% 205
2025
Q2 		$338K Buy
1,730
+105
+6% +$19.6K 0.02% 356
2025
Q1 		$310K Sell
1,625
-9
-0.6% -$1.74K 0.02% 364
2024
Q4 		$312K Buy
1,634
+399
+32% +$79.1K 0.02% 372
2024
Q3 		$244K Buy
+1,235
New +$235K 0.02% 407

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Consulting Group's IVE Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares S&P 500 Value ETF (IVE) stake by 17% in Q2 2026, buying an estimated $833K and bringing the position to 25,758 shares worth $5.85M. The position accounts for 0.22% of the portfolio, ranked #85.

Prosperity Consulting Group first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Prosperity Consulting Group held 25,758 shares of iShares S&P 500 Value ETF worth $5.85M as of Q2 2026.
  • Prosperity Consulting Group bought 3,730 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $833K.
  • iShares S&P 500 Value ETF made up 0.22% of Prosperity Consulting Group's portfolio in Q2 2026, its #85 holding.
  • Prosperity Consulting Group first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.