Lakeridge Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Lakeridge Wealth Management's IVV Position: Q2 2026 in Review
Lakeridge Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $130K and bringing the position to 11,656 shares worth $8.73M. The position accounts for 3.2% of the portfolio, ranked #6.
Lakeridge Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Lakeridge Wealth Management held 11,656 shares of iShares Core S&P 500 ETF worth $8.73M as of Q2 2026.
- Lakeridge Wealth Management bought 178 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $130K.
- iShares Core S&P 500 ETF made up 3.2% of Lakeridge Wealth Management's portfolio in Q2 2026, its #6 holding.
- Lakeridge Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.