Lake Hills Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lake Hills Wealth Management’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	$1.14M	Hold	1,520	–	–	0.52%	35
2026 Q1	$993K	Hold	1,520	–	–	0.56%	28
2025 Q4	$1.04M	Hold	1,520	–	–	0.54%	25
2025 Q3	$1.02M	Hold	1,520	–	–	0.54%	20
2025 Q2	$944K	Hold	1,520	–	–	0.54%	21
2025 Q1	$854K	Sell	1,520 -797	-34%	-$471K	0.59%	21
2024 Q4	$1.36M	Sell	2,317 -8	-0.3%	-$4.74K	0.93%	35
2024 Q3	$1.34M	Hold	2,325	–	–	0.9%	31
2024 Q2	$1.27M	Hold	2,325	–	–	0.91%	31
2024 Q1	$1.22M	Hold	2,325	–	–	1.1%	30
2023 Q4	$1.11M	Hold	2,325	–	–	1.11%	24
2023 Q3	$998K	Hold	2,325	–	–	1.01%	22
2023 Q2	$1.04M	Hold	2,325	–	–	1.13%	25
2023 Q1	$956K	Hold	2,325	–	–	1%	20
2022 Q4	$893K	Buy	+2,325	New	+$897K	0.89%	29
2022 Q3	–	Sell	-2,329	Closed	-$930K	–	35
2022 Q2	$883K	Sell	2,329 -33,773	-94%	-$13.9M	0.65%	19
2022 Q1	$16.4M	Sell	36,102 -14,590	-29%	-$6.53M	11.78%	1
2021 Q4	$24.2M	Buy	+50,692	New	+$23.4M	17.09%	1

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Lake Hills Wealth Management's IVV Position: Q2 2026 in Review

Lake Hills Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,520 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #35.

Lake Hills Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.2M in Q4 2021. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lake Hills Wealth Management held 1,520 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
Lake Hills Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.52% of Lake Hills Wealth Management's portfolio in Q2 2026, its #35 holding.
Lake Hills Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Lake Hills Wealth Management's iShares Core S&P 500 ETF position peaked at $24.2M in Q4 2021.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.