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

Prosperity Planning’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 		$1.23M Buy
1,648
+285
+21% +$208K 0.28% 51
2026
Q1 		$890K Buy
1,363
+455
+50% +$311K 0.23% 61
2025
Q4 		$622K Sell
908
-41
-4% -$27.8K 0.16% 68
2025
Q3 		$635K Sell
949
-9
-0.9% -$5.8K 0.17% 68
2025
Q2 		$595K Sell
958
-512
-35% -$294K 0.17% 68
2025
Q1 		$826K Sell
1,470
-138
-9% -$81.5K 0.26% 60
2024
Q4 		$947K Sell
1,608
-43
-3% -$25.5K 0.3% 55
2024
Q3 		$952K Sell
1,651
-233
-12% -$130K 0.3% 56
2024
Q2 		$1.03M Sell
1,884
-292
-13% -$154K 0.35% 51
2024
Q1 		$1.14M Sell
2,176
-917
-30% -$459K 0.4% 44
2023
Q4 		$1.48M Buy
3,093
+137
+5% +$61.3K 0.55% 39
2023
Q3 		$1.27M Buy
2,956
+269
+10% +$120K 0.53% 42
2023
Q2 		$1.2M Buy
2,687
+29
+1% +$12.2K 0.49% 42
2023
Q1 		$1.09M Sell
2,658
-182
-6% -$73K 0.48% 45
2022
Q4 		$1.07M Hold
2,840
– – 0.53% 40
2022
Q3 		$1.02M Buy
2,840
+468
+20% +$187K 0.53% 40
2022
Q2 		$1.08M Hold
2,372
– – 0.55% 40
2022
Q1 		$1.29M Hold
2,372
– – 0.63% 33
2021
Q4 		$1.13M Sell
2,372
-204
-8% -$94K 0.57% 35
2021
Q3 		$1.11M Sell
2,576
-311
-11% -$138K 0.61% 35
2021
Q2 		$1.24M Sell
2,887
-162
-5% -$67.9K 0.77% 32
2021
Q1 		$1.21M Sell
3,049
-528
-15% -$204K 0.86% 28
2020
Q4 		$1.34M Buy
+3,577
New +$1.27M 1.14% 26

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Prosperity Planning's IVV Position: Q2 2026 in Review

Prosperity Planning increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $208K and bringing the position to 1,648 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #51.

Prosperity Planning first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2023. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Prosperity Planning held 1,648 shares of iShares Core S&P 500 ETF worth $1.23M as of Q2 2026.
  • Prosperity Planning bought 285 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $208K.
  • iShares Core S&P 500 ETF made up 0.28% of Prosperity Planning's portfolio in Q2 2026, its #51 holding.
  • Prosperity Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's iShares Core S&P 500 ETF position peaked at $1.48M in Q4 2023.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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