Lantern Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Lantern Wealth Advisors’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	$3.73M	Buy	4,986 +1,702	+52%	+$1.24M	1.71%	16
2026 Q1	$2.15M	Buy	3,284 +1,144	+53%	+$781K	1.1%	25
2025 Q4	$1.47M	Buy	2,140 +57	+3%	+$38.7K	0.78%	34
2025 Q3	$1.39M	Buy	2,083 +21	+1%	+$13.5K	0.74%	37
2025 Q2	$1.28M	Buy	+2,062	New	+$1.18M	0.76%	41
2024 Q4	$1.47M	Sell	2,504 -81	-3%	-$47.9K	0.96%	31
2024 Q3	$1.49M	Sell	2,585 -979	-27%	-$544K	1.03%	27
2024 Q2	$1.95M	Sell	3,564 -1,188	-25%	-$625K	1.41%	19
2024 Q1	$2.5M	Buy	4,752 +81	+2%	+$40.5K	1.76%	18
2023 Q4	$2.23M	Buy	+4,671	New	+$2.09M	1.75%	18

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Lantern Wealth Advisors's IVV Position: Q2 2026 in Review

Lantern Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 52% in Q2 2026, buying an estimated $1.24M and bringing the position to 4,986 shares worth $3.73M. The position accounts for 1.71% of the portfolio, ranked #16.

Lantern Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lantern Wealth Advisors held 4,986 shares of iShares Core S&P 500 ETF worth $3.73M as of Q2 2026.
Lantern Wealth Advisors bought 1,702 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.24M.
iShares Core S&P 500 ETF made up 1.71% of Lantern Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Lantern Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.