Brown, Lisle/Cummings’s iShares Core S&P 500 ETF IVV Stock Holding History

Brown, Lisle/Cummings’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 Q3	$483K	Hold	631	–	–	0.11%	162
2026 Q2	$473K	Sell	631 -69	-10%	-$50.2K	0.11%	165
2026 Q1	$457K	Buy	700 +133	+23%	+$90.8K	0.11%	154
2025 Q4	$388K	Hold	567	–	–	0.1%	166
2025 Q3	$379K	Hold	567	–	–	0.1%	165
2025 Q2	$352K	Buy	567 +473	+503%	+$272K	0.09%	171
2025 Q1	$52.8K	Hold	94	–	–	0.02%	325
2024 Q4	$55.3K	Hold	94	–	–	0.02%	323
2024 Q3	$54.2K	Hold	94	–	–	0.02%	309
2024 Q2	$51.4K	Hold	94	–	–	0.02%	308
2024 Q1	$49.4K	Hold	94	–	–	0.02%	292
2023 Q4	$44.9K	Hold	94	–	–	0.02%	298
2023 Q3	$40.4K	Buy	94 +57	+154%	+$25.5K	0.02%	280
2023 Q2	$16.5K	Hold	37	–	–	0.01%	358
2023 Q1	$15.2K	Hold	37	–	–	0.01%	355
2022 Q4	$14.2K	Hold	37	–	–	0.01%	343
2022 Q3	$13.3K	Hold	37	–	–	0.01%	352
2022 Q2	$14K	Buy	37 +15	+68%	+$6.17K	0.01%	346
2022 Q1	$10K	Sell	22 -75	-77%	-$33.5K	﹤0.01%	383
2021 Q4	$46.3K	Buy	+97	New	+$44.7K	0.02%	270

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Brown, Lisle/Cummings's IVV Position: Q3 2026 in Review

Brown, Lisle/Cummings held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 631 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #162.

Brown, Lisle/Cummings first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 3,608 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Brown, Lisle/Cummings held 631 shares of iShares Core S&P 500 ETF worth $483K as of Q3 2026.
Brown, Lisle/Cummings left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.11% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #162 holding.
Brown, Lisle/Cummings first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
3,608 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.