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Lane & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Lane & Associates’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
2025
Q1 		$2.47M Buy
4,401
+184
+4% +$109K 1.33% 20
2024
Q4 		$2.55M Sell
4,217
-299
-7% -$177K 1.32% 21
2024
Q3 		$2.6M Sell
4,516
-86
-2% -$47.8K 1.42% 16
2024
Q2 		$2.52M Buy
4,602
+485
+12% +$255K 1.49% 18
2024
Q1 		$2.16M Buy
4,117
+90
+2% +$45K 1.36% 20
2023
Q4 		$1.92M Buy
4,027
+500
+14% +$224K 1.4% 20
2023
Q3 		$1.51M Buy
3,527
+358
+11% +$160K 1.22% 19
2023
Q2 		$1.41M Sell
3,169
-21
-0.7% -$8.85K 1.12% 23
2023
Q1 		$1.31M Buy
3,190
+120
+4% +$48.1K 1.17% 20
2022
Q4 		$1.18M Buy
+3,070
New +$1.18M 1.12% 21

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Lane & Associates's IVV Position: Q1 2025 in Review

Lane & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q1 2025, buying an estimated $109K and bringing the position to 4,401 shares worth $2.47M. The position accounts for 1.33% of the portfolio, ranked #20.

Lane & Associates first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.6M in Q3 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Lane & Associates held 4,401 shares of iShares Core S&P 500 ETF worth $2.47M as of Q1 2025.
  • Lane & Associates bought 184 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $109K.
  • iShares Core S&P 500 ETF made up 1.33% of Lane & Associates's portfolio in Q1 2025, its #20 holding.
  • Lane & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's iShares Core S&P 500 ETF position peaked at $2.6M in Q3 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.