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

Prosperity Consulting Group’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
Q1 		$289M Buy
442,174
+10,435
+2% +$7.13M 12.85% 1
2025
Q4 		$296M Buy
431,739
+60,778
+16% +$41.3M 13.3% 1
2025
Q3 		$248M Buy
370,961
+232,467
+168% +$150M 12.24% 1
2025
Q2 		$86M Buy
138,494
+5,893
+4% +$3.38M 6.27% 1
2025
Q1 		$74.5M Buy
132,601
+2,024
+2% +$1.2M 5.76% 1
2024
Q4 		$76.9M Buy
130,577
+4,744
+4% +$2.81M 5.79% 1
2024
Q3 		$72.6M Buy
125,833
+15,045
+14% +$8.37M 5.66% 1
2024
Q2 		$60.6M Buy
110,788
+7,848
+8% +$4.13M 8.22% 1
2024
Q1 		$54.1M Buy
102,940
+32,166
+45% +$16.1M 6.78% 2
2023
Q4 		$33.8M Buy
70,774
+21,335
+43% +$9.55M 11.32% 1
2023
Q3 		$21.2M Buy
49,439
+604
+1% +$270K 9.76% 1
2023
Q2 		$21.8M Sell
48,835
-131
-0.3% -$55.2K 13.37% 1
2023
Q1 		$20.1M Buy
48,966
+1,144
+2% +$459K 12.72% 1
2022
Q4 		$18.4M Buy
47,822
+2,388
+5% +$922K 12.25% 1
2022
Q3 		$16.3M Buy
45,434
+1,868
+4% +$746K 13.37% 1
2022
Q2 		$16.5M Buy
43,566
+611
+1% +$251K 14.31% 1
2022
Q1 		$19.5M Sell
42,955
-2,074
-5% -$928K 14.47% 1
2021
Q4 		$20.7M Buy
+45,029
New +$20.8M 15.52% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prosperity Consulting Group's IVV Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q1 2026, buying an estimated $7.13M and bringing the position to 442,174 shares worth $289M. The position accounts for 12.85% of the portfolio, ranked #1.

Prosperity Consulting Group first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $296M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Prosperity Consulting Group held 442,174 shares of iShares Core S&P 500 ETF worth $289M as of Q1 2026.
  • Prosperity Consulting Group bought 10,435 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.13M.
  • iShares Core S&P 500 ETF made up 12.85% of Prosperity Consulting Group's portfolio in Q1 2026, its #1 holding.
  • Prosperity Consulting Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's iShares Core S&P 500 ETF position peaked at $296M in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.