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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
2025
Q1
$663K Sell
2024
Q4
$710K Buy
2024
Q3
$686K Buy
2024
Q2
$587K Buy
2024
Q1
$563K Buy
2023
Q4
$426K Buy
2023
Q3
$363K Sell
2023
Q2
$552K Buy
2023
Q1
$442K Buy