Laffer Tengler Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Laffer Tengler Investments’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	$894K	Hold	1,194	–	–	0.11%	114
2026 Q1	$780K	Hold	1,194	–	–	0.12%	114
2025 Q4	$818K	Hold	1,194	–	–	0.12%	101
2025 Q3	$799K	Buy	+1,194	New	+$769K	0.13%	108
2025 Q2	–	Sell	-364	Closed	-$205K	–	166
2025 Q1	$205K	Buy	+364	New	+$215K	0.04%	131
2024 Q1	–	Sell	-207	Closed	-$98.9K	–	459
2023 Q4	$98.9K	Buy	207 +63	+44%	+$28.2K	0.03%	181
2023 Q3	$61.8K	Hold	144	–	–	0.02%	207
2023 Q2	$64.2K	Hold	144	–	–	0.02%	286
2023 Q1	$59.2K	Hold	144	–	–	0.02%	304
2022 Q4	$55.3K	Buy	+144	New	+$55.6K	0.02%	303

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Laffer Tengler Investments's IVV Position: Q2 2026 in Review

Laffer Tengler Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,194 shares worth $894K. The position accounts for 0.11% of the portfolio, ranked #114.

Laffer Tengler Investments first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Laffer Tengler Investments held 1,194 shares of iShares Core S&P 500 ETF worth $894K as of Q2 2026.
Laffer Tengler Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.11% of Laffer Tengler Investments's portfolio in Q2 2026, its #114 holding.
Laffer Tengler Investments first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.