Landing Point Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Landing Point Financial Group’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	$40M	Sell	53,356 -10,683	-17%	-$7.78M	13.58%	2
2026 Q1	$41.8M	Buy	64,039 +3,674	+6%	+$2.51M	20.3%	1
2025 Q4	$41.3M	Buy	60,365 +3,362	+6%	+$2.28M	20.62%	1
2025 Q3	$38.2M	Buy	57,003 +6,086	+12%	+$3.92M	19.89%	1
2025 Q2	$31.6M	Buy	50,917 +1,367	+3%	+$785K	19.93%	1
2025 Q1	$27.8M	Sell	49,550 -1,298	-3%	-$766K	21.11%	1
2024 Q4	$30.8M	Buy	+50,848	New	+$30.1M	23.52%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Landing Point Financial Group's IVV Position: Q2 2026 in Review

Landing Point Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, selling an estimated $7.78M and leaving 53,356 shares worth $40M. The position accounts for 13.58% of the portfolio, ranked #2.

Landing Point Financial Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.8M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Landing Point Financial Group held 53,356 shares of iShares Core S&P 500 ETF worth $40M as of Q2 2026.
Landing Point Financial Group sold 10,683 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.78M.
iShares Core S&P 500 ETF made up 13.58% of Landing Point Financial Group's portfolio in Q2 2026, its #2 holding.
Landing Point Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Landing Point Financial Group's iShares Core S&P 500 ETF position peaked at $41.8M in Q1 2026.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.