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

Prosperity Financial 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
Q2 		$1.05M Buy
1,398
+158
+13% +$115K 0.32% 86
2026
Q1 		$810K Sell
1,240
-119
-9% -$81.3K 0.3% 93
2025
Q4 		$931K Sell
1,359
-4
-0.3% -$2.72K 0.33% 82
2025
Q3 		$913K Sell
1,363
-29
-2% -$18.7K 0.33% 83
2025
Q2 		$865K Buy
1,392
+213
+18% +$122K 0.37% 69
2025
Q1 		$663K Sell
1,179
-27
-2% -$15.9K 0.33% 78
2024
Q4 		$710K Buy
1,206
+16
+1% +$9.47K 0.35% 73
2024
Q3 		$686K Buy
1,190
+118
+11% +$65.6K 0.38% 70
2024
Q2 		$587K Buy
1,072
+1
+0.1% +$526 0.37% 67
2024
Q1 		$563K Buy
1,071
+178
+20% +$89.1K 0.35% 71
2023
Q4 		$426K Buy
893
+47
+6% +$21K 0.3% 75
2023
Q3 		$363K Sell
846
-393
-32% -$176K 0.3% 74
2023
Q2 		$552K Buy
1,239
+163
+15% +$68.7K 0.49% 49
2023
Q1 		$442K Buy
+1,076
New +$431K 0.45% 52

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Prosperity Financial Group's IVV Position: Q2 2026 in Review

Prosperity Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $115K and bringing the position to 1,398 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #86.

Prosperity Financial Group first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Prosperity Financial Group held 1,398 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
  • Prosperity Financial Group bought 158 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $115K.
  • iShares Core S&P 500 ETF made up 0.32% of Prosperity Financial Group's portfolio in Q2 2026, its #86 holding.
  • Prosperity Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.