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Prosperity Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Prosperity Planning’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Sell
19,803
-339
-2% -$44.8K 0.62% 34
2026
Q1 		$2.28M Sell
20,142
-121
-0.6% -$14.6K 0.58% 38
2025
Q4 		$2.5M Sell
20,263
-4,882
-19% -$598K 0.65% 36
2025
Q3 		$3.04M Sell
25,145
-509
-2% -$58.5K 0.82% 29
2025
Q2 		$2.82M Sell
25,654
-335
-1% -$33.2K 0.81% 31
2025
Q1 		$2.41M Sell
25,989
-21
-0.1% -$2.12K 0.76% 34
2024
Q4 		$2.64M Sell
26,010
-213
-0.8% -$21.2K 0.85% 32
2024
Q3 		$2.51M Sell
26,223
-223
-0.8% -$20.6K 0.8% 32
2024
Q2 		$2.45M Buy
26,446
+1,156
+5% +$99.7K 0.84% 29
2024
Q1 		$2.14M Buy
25,290
+1,116
+5% +$89.7K 0.74% 30
2023
Q4 		$1.82M Buy
24,174
+369
+2% +$26.3K 0.68% 32
2023
Q3 		$1.63M Buy
23,805
+605
+3% +$42.8K 0.68% 32
2023
Q2 		$1.64M Sell
23,200
-464
-2% -$30.7K 0.68% 35
2023
Q1 		$1.51M Buy
23,664
+1,218
+5% +$74.5K 0.66% 35
2022
Q4 		$1.17M Hold
22,446
– – 0.58% 38
2022
Q3 		$1.3M Buy
22,446
+12,132
+118% +$788K 0.68% 36
2022
Q2 		$666K Hold
10,314
– – 0.34% 49
2022
Q1 		$819K Hold
10,314
– – 0.4% 42
2021
Q4 		$863K Sell
10,314
-246
-2% -$19.8K 0.44% 41
2021
Q3 		$780K Buy
10,560
+42
+0.4% +$3.2K 0.43% 43
2021
Q2 		$765K Sell
10,518
-9
-0.1% -$623 0.47% 41
2021
Q1 		$685K Sell
10,527
-4,370
-29% -$283K 0.49% 41
2020
Q4 		$951K Buy
+14,897
New +$903K 0.81% 33

Other funds holding IVW

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Prosperity Planning's IVW Position: Q2 2026 in Review

Prosperity Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $44.8K and leaving 19,803 shares worth $2.72M. The position accounts for 0.62% of the portfolio, ranked #34.

Prosperity Planning first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q3 2025. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Prosperity Planning held 19,803 shares of iShares S&P 500 Growth ETF worth $2.72M as of Q2 2026.
  • Prosperity Planning sold 339 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.8K.
  • iShares S&P 500 Growth ETF made up 0.62% of Prosperity Planning's portfolio in Q2 2026, its #34 holding.
  • Prosperity Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's iShares S&P 500 Growth ETF position peaked at $3.04M in Q3 2025.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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