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J. Derek Lewis & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

J. Derek Lewis & Associates’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
Q2 		$1.31M Buy
1,755
+343
+24% +$250K 0.25% 51
2026
Q1 		$923K Buy
1,412
+28
+2% +$19.1K 0.21% 68
2025
Q4 		$948K Buy
+1,384
New +$940K 0.22% 61

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

J. Derek Lewis & Associates's IVV Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, buying an estimated $250K and bringing the position to 1,755 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #51.

J. Derek Lewis & Associates first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • J. Derek Lewis & Associates held 1,755 shares of iShares Core S&P 500 ETF worth $1.31M as of Q2 2026.
  • J. Derek Lewis & Associates bought 343 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $250K.
  • iShares Core S&P 500 ETF made up 0.25% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #51 holding.
  • J. Derek Lewis & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.