Landmark Wealth Management (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Landmark Wealth Management (New York)'s IVV Position: Q2 2026 in Review
Landmark Wealth Management (New York) reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, selling an estimated $202K and leaving 9,785 shares worth $7.33M. The position accounts for 1.75% of the portfolio, ranked #16.
Landmark Wealth Management (New York) first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Landmark Wealth Management (New York) held 9,785 shares of iShares Core S&P 500 ETF worth $7.33M as of Q2 2026.
- Landmark Wealth Management (New York) sold 278 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $202K.
- iShares Core S&P 500 ETF made up 1.75% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #16 holding.
- Landmark Wealth Management (New York) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.