IVLU — ISHARES TR

Ownership history in Prosperity Planning, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (IVLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2021 Q1)
Avg. % of fund
1.91%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 132,594 -3,929 -2.9% 1.32% $5.0M $38.05
2025 Q3 REDUCED 136,523 -9,932 -6.8% 1.31% $4.8M $34.84
2025 Q2 REDUCED 146,455 -5,085 -3.4% 1.39% $4.8M $32.30
2025 Q1 REDUCED 151,540 -8,520 -5.3% 1.44% $4.6M $29.12
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVLU price (monthly, adj. close)

Other funds also holding IVLU

As of 2025 Q4 — sorted by position size

Farrow Financial, Inc. 6.16% Meridian Financial Partners LLC 3Y 7Y 5.15% INVENIO WEALTH PARTNERS LLC 4.84% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.6% Armbruster Capital Management, Inc. 3Y 7Y 4.44% Freedom Investment Management, Inc. 3Y 7Y 3.76% Cobblestone Asset Management LLC 3.74% RHS Financial, LLC 3Y 7Y 3.49% Alliance Wealth Advisors, LLC /UT 3Y 3.12% AdvisorShares Investments LLC 3Y 2.92%
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