PWM
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Prosperity Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$213K Hold
1,726
– – 0.07% 235
2025
Q3 		$208K Buy
+1,726
New +$199K 0.07% 229

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Prosperity Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2025 at 1,726 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #235.

Prosperity Wealth Management first reported a position in IVW in Q3 2025 and has held it in 2 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Prosperity Wealth Management held 1,726 shares of iShares S&P 500 Growth ETF worth $213K as of Q4 2025.
  • Prosperity Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2025.
  • iShares S&P 500 Growth ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #235 holding.
  • Prosperity Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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