LaFleur & Godfrey’s iShares Core S&P 500 ETF IVV Stock Holding History

LaFleur & Godfrey’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	$271K	Hold	362	–	–	0.03%	135
2026 Q1	$236K	Hold	362	–	–	0.03%	133
2025 Q4	$248K	Hold	362	–	–	0.03%	135
2025 Q3	$242K	Sell	362 -1	-0.3%	-$644	0.03%	132
2025 Q2	$225K	Sell	363 -1	-0.3%	-$574	0.03%	139
2025 Q1	$205K	Hold	364	–	–	0.03%	141
2024 Q4	$214K	Sell	364 -66	-15%	-$39.1K	0.03%	144
2024 Q3	$248K	Buy	430 +1	+0.2%	+$556	0.03%	130
2024 Q2	$235K	Hold	429	–	–	0.03%	127
2024 Q1	$226K	Hold	429	–	–	0.03%	128
2023 Q4	$205K	Sell	429 -131	-23%	-$58.6K	0.03%	131
2023 Q3	$240K	Hold	560	–	–	0.04%	109
2023 Q2	$250K	Hold	560	–	–	0.04%	114
2023 Q1	$230K	Hold	560	–	–	0.04%	119
2022 Q4	$215K	Hold	560	–	–	0.04%	117
2022 Q3	$201K	Hold	560	–	–	0.04%	116
2022 Q2	$212K	Hold	560	–	–	0.03%	118
2022 Q1	$254K	Hold	560	–	–	0.03%	121
2021 Q4	$267K	Sell	560 -70	-11%	-$32.3K	0.03%	114
2021 Q3	$271K	Hold	630	–	–	0.04%	117
2021 Q2	$271K	Buy	+630	New	+$264K	0.04%	112

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

LaFleur & Godfrey's IVV Position: Q2 2026 in Review

LaFleur & Godfrey held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 362 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #135.

LaFleur & Godfrey first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LaFleur & Godfrey held 362 shares of iShares Core S&P 500 ETF worth $271K as of Q2 2026.
LaFleur & Godfrey left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of LaFleur & Godfrey's portfolio in Q2 2026, its #135 holding.
LaFleur & Godfrey first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.