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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Landing Point Financial Group's IVV Position: Q1 2026 in Review

Landing Point Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q1 2026, buying an estimated $2.51M and bringing the position to 64,039 shares worth $41.8M. The position accounts for 20.3% of the portfolio, ranked #1.

Landing Point Financial Group first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Landing Point Financial Group held 64,039 shares of iShares Core S&P 500 ETF worth $41.8M as of Q1 2026.
Landing Point Financial Group bought 3,674 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.51M.
iShares Core S&P 500 ETF made up 20.3% of Landing Point Financial Group's portfolio in Q1 2026, its #1 holding.
Landing Point Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.