Lakeshore Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Lakeshore Financial Planning’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 Q3	$61.6M	Sell	80,386 -300	-0.4%	-$229K	19.09%	1
2026 Q2	$60.4M	Buy	80,686 +10,500	+15%	+$7.65M	19.45%	1
2026 Q1	$45.8M	Sell	70,186 -12,557	-15%	-$8.57M	16.62%	1
2025 Q4	$56.7M	Buy	82,743 +404	+0.5%	+$274K	20.25%	1
2025 Q3	$55.1M	Buy	82,339 +392	+0.5%	+$252K	20.45%	1
2025 Q2	$50.9M	Buy	81,947 +3,038	+4%	+$1.74M	20.45%	1
2025 Q1	$44.3M	Buy	78,909 +2,450	+3%	+$1.45M	18.47%	1
2024 Q4	$45M	Buy	76,459 +2,986	+4%	+$1.77M	19.2%	1
2024 Q3	$42.4M	Buy	73,473 +5,163	+8%	+$2.87M	18.67%	1
2024 Q2	$37.4M	Buy	68,310 +2,286	+3%	+$1.2M	18.25%	1
2024 Q1	$34.7M	Buy	66,024 +2,398	+4%	+$1.2M	17.57%	1
2023 Q4	$30.4M	Sell	63,626 -46	-0.1%	-$20.6K	16.88%	1
2023 Q3	$27.3M	Buy	+63,672	New	+$28.5M	15.59%	1

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Lakeshore Financial Planning's IVV Position: Q3 2026 in Review

Lakeshore Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q3 2026, selling an estimated $229K and leaving 80,386 shares worth $61.6M. The position accounts for 19.09% of the portfolio, ranked #1.

Lakeshore Financial Planning first reported a position in IVV in Q3 2023 and has held it in 13 quarters since. 2,766 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Lakeshore Financial Planning held 80,386 shares of iShares Core S&P 500 ETF worth $61.6M as of Q3 2026.
Lakeshore Financial Planning sold 300 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $229K.
iShares Core S&P 500 ETF made up 19.09% of Lakeshore Financial Planning's portfolio in Q3 2026, its #1 holding.
Lakeshore Financial Planning first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
2,766 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.