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 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	$9.98K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brown, Lisle/Cummings's IVV Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q1 2026, buying an estimated $90.8K and bringing the position to 700 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #154.

Brown, Lisle/Cummings first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Brown, Lisle/Cummings held 700 shares of iShares Core S&P 500 ETF worth $457K as of Q1 2026.
Brown, Lisle/Cummings bought 133 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $90.8K.
iShares Core S&P 500 ETF made up 0.11% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #154 holding.
Brown, Lisle/Cummings first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.