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

Prosperity Wealth Management’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
2025
Q4 		$1.71M Buy
2,495
+102
+4% +$69.3K 0.57% 34
2025
Q3 		$1.6M Buy
2,393
+410
+21% +$264K 0.54% 40
2025
Q2 		$1.23M Sell
1,983
-1
-0.1% -$574 0.46% 45
2025
Q1 		$1.12M Buy
1,984
+85
+4% +$50.2K 0.52% 36
2024
Q4 		$1.12M Buy
1,899
+33
+2% +$19.5K 0.46% 36
2024
Q3 		$1.08M Buy
1,866
+52
+3% +$28.9K 0.43% 40
2024
Q2 		$993K Buy
1,814
+17
+0.9% +$8.94K 0.49% 37
2024
Q1 		$945K Buy
1,797
+419
+30% +$210K 0.45% 37
2023
Q4 		$658K Sell
1,378
-732
-35% -$328K 0.43% 36
2023
Q3 		$906K Buy
2,110
+46
+2% +$20.6K 0.58% 31
2023
Q2 		$920K Sell
2,064
-40
-2% -$16.9K 0.6% 27
2023
Q1 		$865K Buy
2,104
+201
+11% +$80.6K 0.68% 30
2022
Q4 		$731K Buy
+1,903
New +$734K 0.69% 36

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prosperity Wealth Management's IVV Position: Q4 2025 in Review

Prosperity Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q4 2025, buying an estimated $69.3K and bringing the position to 2,495 shares worth $1.71M. The position accounts for 0.57% of the portfolio, ranked #34.

Prosperity Wealth Management first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Prosperity Wealth Management held 2,495 shares of iShares Core S&P 500 ETF worth $1.71M as of Q4 2025.
  • Prosperity Wealth Management bought 102 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $69.3K.
  • iShares Core S&P 500 ETF made up 0.57% of Prosperity Wealth Management's portfolio in Q4 2025, its #34 holding.
  • Prosperity Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.