Prossimo Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Prossimo Advisors’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	$449K	Sell	600 -255	-30%	-$186K	2.59%	13
2026 Q1	$558K	Buy	+855	New	+$584K	3.4%	11
2025 Q2	–	Sell	-2,834	Closed	-$1.59M	–	134
2025 Q1	$1.59M	Buy	2,834 +6	+0.2%	+$3.54K	1.2%	18
2024 Q4	$1.67M	Buy	2,828 +59	+2%	+$34.9K	1.2%	16
2024 Q3	$1.6M	Buy	2,769 +249	+10%	+$138K	1.17%	19
2024 Q2	$1.38M	Buy	+2,520	New	+$1.33M	1.25%	17
2023 Q3	–	Sell	-2,516	Closed	-$1.12M	–	88
2023 Q2	$1.12M	Buy	+2,516	New	+$1.06M	1.08%	21

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Prossimo Advisors's IVV Position: Q2 2026 in Review

Prossimo Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, selling an estimated $186K and leaving 600 shares worth $449K. The position accounts for 2.59% of the portfolio, ranked #13.

Prossimo Advisors first reported a position in IVV in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Prossimo Advisors held 600 shares of iShares Core S&P 500 ETF worth $449K as of Q2 2026.
Prossimo Advisors sold 255 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $186K.
iShares Core S&P 500 ETF made up 2.59% of Prossimo Advisors's portfolio in Q2 2026, its #13 holding.
Prossimo Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
Prossimo Advisors's iShares Core S&P 500 ETF position peaked at $1.67M in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.