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

Prosperity Planning’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 		$12M Sell
52,845
-433
-0.8% -$96.7K 2.75% 12
2026
Q1 		$11.2M Sell
53,278
-928
-2% -$201K 2.85% 10
2025
Q4 		$11.5M Sell
54,206
-1,087
-2% -$228K 3.01% 9
2025
Q3 		$11.4M Sell
55,293
-3,292
-6% -$661K 3.08% 9
2025
Q2 		$11.4M Sell
58,585
-1,349
-2% -$251K 3.3% 8
2025
Q1 		$11.4M Sell
59,934
-4,093
-6% -$792K 3.58% 8
2024
Q4 		$12.2M Sell
64,027
-8,827
-12% -$1.75M 3.92% 6
2024
Q3 		$14.4M Sell
72,854
-8,550
-11% -$1.62M 4.55% 5
2024
Q2 		$14.8M Sell
81,404
-6,165
-7% -$1.12M 5.06% 5
2024
Q1 		$16.4M Buy
87,569
+4,360
+5% +$775K 5.67% 3
2023
Q4 		$14.5M Buy
83,209
+3,038
+4% +$488K 5.42% 4
2023
Q3 		$12.3M Buy
80,171
+2,430
+3% +$393K 5.15% 4
2023
Q2 		$12.5M Buy
77,741
+4,564
+6% +$702K 5.17% 4
2023
Q1 		$11.1M Buy
73,177
+1,673
+2% +$253K 4.84% 4
2022
Q4 		$10.4M Hold
71,504
– – 5.13% 4
2022
Q3 		$9.19M Buy
71,504
+8,019
+13% +$1.14M 4.8% 4
2022
Q2 		$10.6M Hold
63,485
– – 5.39% 4
2022
Q1 		$10.9M Hold
63,485
– – 5.32% 4
2021
Q4 		$9.94M Buy
63,485
+6,114
+11% +$930K 5.04% 5
2021
Q3 		$8.34M Buy
57,371
+2,408
+4% +$359K 4.55% 5
2021
Q2 		$8.12M Buy
54,963
+5,995
+12% +$883K 5.03% 4
2021
Q1 		$6.92M Buy
48,968
+6,498
+15% +$875K 4.91% 4
2020
Q4 		$5.44M Buy
+42,470
New +$5.14M 4.61% 5

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Prosperity Planning's IVE Position: Q2 2026 in Review

Prosperity Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 0.81% in Q2 2026, selling an estimated $96.7K and leaving 52,845 shares worth $12M. The position accounts for 2.75% of the portfolio, ranked #12.

Prosperity Planning first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.4M in Q1 2024. 402 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Prosperity Planning held 52,845 shares of iShares S&P 500 Value ETF worth $12M as of Q2 2026.
  • Prosperity Planning sold 433 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $96.7K.
  • iShares S&P 500 Value ETF made up 2.75% of Prosperity Planning's portfolio in Q2 2026, its #12 holding.
  • Prosperity Planning first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's iShares S&P 500 Value ETF position peaked at $16.4M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.