Lake Street Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Lake Street Private Wealth's IVV Position: Q1 2026 in Review
Lake Street Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q1 2026, buying an estimated $5.46K and bringing the position to 9,878 shares worth $6.45M. The position accounts for 0.82% of the portfolio, ranked #37.
Lake Street Private Wealth first reported a position in IVV in Q2 2019 and has held it in 27 quarters since. The position peaked at $6.94M in Q2 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Lake Street Private Wealth held 9,878 shares of iShares Core S&P 500 ETF worth $6.45M as of Q1 2026.
- Lake Street Private Wealth bought 8 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.46K.
- iShares Core S&P 500 ETF made up 0.82% of Lake Street Private Wealth's portfolio in Q1 2026, its #37 holding.
- Lake Street Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
- Lake Street Private Wealth's iShares Core S&P 500 ETF position peaked at $6.94M in Q2 2025.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.