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Prostatis Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Prostatis Group’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
Q1 		$4.53M Sell
6,929
-1,753
-20% -$1.2M 1.16% 17
2025
Q4 		$5.95M Sell
8,682
-1,708
-16% -$1.16M 1.42% 13
2025
Q3 		$6.95M Sell
10,390
-17
-0.2% -$10.9K 1.74% 10
2025
Q2 		$6.46M Buy
10,407
+3,267
+46% +$1.88M 1.85% 12
2025
Q1 		$4.01M Buy
7,140
+86
+1% +$50.8K 1.27% 14
2024
Q4 		$4.15M Buy
7,054
+1,664
+31% +$985K 1.21% 21
2024
Q3 		$3.11M Sell
5,390
-458
-8% -$255K 1.02% 27
2024
Q2 		$3.2M Buy
5,848
+461
+9% +$242K 1.12% 23
2024
Q1 		$2.83M Buy
5,387
+536
+11% +$268K 1.07% 28
2023
Q4 		$2.32M Buy
4,851
+2,031
+72% +$909K 0.97% 31
2023
Q3 		$1.21M Sell
2,820
-1,095,554
-100% -$490M 0.59% 39
2023
Q2 		$2.75M Buy
1,098,374
+1,092,312
+18,019% +$460M 1.28% 17
2023
Q1 		$2.5M Buy
6,062
+3,419
+129% +$1.37M 1.32% 19
2022
Q4 		$1.02M Sell
2,643
-158
-6% -$61K 0.62% 43
2022
Q3 		$1M Buy
+2,801
New +$1.12M 1.16% 25
2020
Q2 		– Sell
-12,534
Closed -$3.24M – 69
2020
Q1 		$3.24M Buy
12,534
+8,669
+224% +$2.66M 4.6% 7
2019
Q4 		$1.25M Buy
+3,865
New +$1.2M 1.13% 26

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Prostatis Group's IVV Position: Q1 2026 in Review

Prostatis Group reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, selling an estimated $1.2M and leaving 6,929 shares worth $4.53M. The position accounts for 1.16% of the portfolio, ranked #17.

Prostatis Group first reported a position in IVV in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.95M in Q3 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Prostatis Group held 6,929 shares of iShares Core S&P 500 ETF worth $4.53M as of Q1 2026.
  • Prostatis Group sold 1,753 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.2M.
  • iShares Core S&P 500 ETF made up 1.16% of Prostatis Group's portfolio in Q1 2026, its #17 holding.
  • Prostatis Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
  • Prostatis Group's iShares Core S&P 500 ETF position peaked at $6.95M in Q3 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.