LFP
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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Lakeshore Financial Planning's IVV Position: Q2 2026 in Review

Lakeshore Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, buying an estimated $7.65M and bringing the position to 80,686 shares worth $60.4M. The position accounts for 19.45% of the portfolio, ranked #1.

Lakeshore Financial Planning first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lakeshore Financial Planning held 80,686 shares of iShares Core S&P 500 ETF worth $60.4M as of Q2 2026.
  • Lakeshore Financial Planning bought 10,500 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.65M.
  • iShares Core S&P 500 ETF made up 19.45% of Lakeshore Financial Planning's portfolio in Q2 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 12 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.