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iShares S&P 500 Index shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.9k 576.95
2024-03-31 $945k 1.8k 525.85
2023-12-31 $658k 1.4k 477.75
2023-09-30 $906k 2.1k 429.46
2023-06-30 $920k 2.1k 445.74
2023-03-31 $865k 2.1k 411.12
2022-12-31 $731k 1.9k 384.21

More positions owned by Prosperity Wealth Management

Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Procter & Gamble Company (PG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index