Fifth Lane Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Fifth Lane Capital’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	–	Sell	-27,500	Closed	-$18.8M	–	90
2025 Q4	$18.8M	Hold	27,500	–	–	14.28%	1
2025 Q3	$18.4M	Hold	27,500	–	–	18.49%	1
2025 Q2	$17.1M	Buy	+27,500	New	+$15.8M	20.68%	1

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

Fifth Lane Capital's IVV Position: Q1 2026 in Review

Fifth Lane Capital sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 27,500 shares — an estimated $18.8M sold.

Fifth Lane Capital first reported a position in IVV in Q2 2025 and held it in 3 quarters. The position peaked at $18.8M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fifth Lane Capital reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Fifth Lane Capital sold 27,500 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.8M.
Fifth Lane Capital first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 3 quarters.
Fifth Lane Capital's iShares Core S&P 500 ETF position peaked at $18.8M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fifth Lane Capital's 13F filing for Q1 2026, filed 15 May 2026.