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

Lane Brothers & Co’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 		$6.67M Sell
8,907
-680
-7% -$495K 4.36% 6
2026
Q1 		$6.26M Sell
9,587
-813
-8% -$555K 4.56% 7
2025
Q4 		$7.12M Buy
+10,400
New +$7.06M 5.16% 6

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Lane Brothers & Co's IVV Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q2 2026, selling an estimated $495K and leaving 8,907 shares worth $6.67M. The position accounts for 4.36% of the portfolio, ranked #6.

Lane Brothers & Co first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.12M in Q4 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lane Brothers & Co held 8,907 shares of iShares Core S&P 500 ETF worth $6.67M as of Q2 2026.
  • Lane Brothers & Co sold 680 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $495K.
  • iShares Core S&P 500 ETF made up 4.36% of Lane Brothers & Co's portfolio in Q2 2026, its #6 holding.
  • Lane Brothers & Co first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares Core S&P 500 ETF position peaked at $7.12M in Q4 2025.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.