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Lantz Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Lantz Financial’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
Q3 		$44.9M Buy
58,570
+1,993
+4% +$1.52M 8.17% 1
2026
Q2 		$42.4M Buy
56,577
+9,630
+21% +$7.01M 7.76% 1
2026
Q1 		$30.7M Buy
46,947
+4,614
+11% +$3.15M 6.34% 1
2025
Q4 		$29M Buy
42,333
+138
+0.3% +$93.7K 6.12% 1
2025
Q3 		$28.2M Buy
42,195
+719
+2% +$463K 6.25% 1
2025
Q2 		$25.8M Sell
41,476
-8,750
-17% -$5.02M 6.42% 1
2025
Q1 		$28.2M Sell
50,226
-6,583
-12% -$3.89M 7.72% 1
2024
Q4 		$33.4M Sell
56,809
-464
-0.8% -$275K 8.91% 1
2024
Q3 		$33M Sell
57,273
-186
-0.3% -$103K 8.94% 1
2024
Q2 		$31.4M Sell
57,459
-1,897
-3% -$998K 9.77% 1
2024
Q1 		$31.2M Sell
59,356
-5,165
-8% -$2.58M 10.04% 1
2023
Q4 		$30.8M Buy
64,521
+5,487
+9% +$2.46M 11.13% 1
2023
Q3 		$25.4M Buy
59,034
+4,783
+9% +$2.14M 10.09% 1
2023
Q2 		$24.2M Buy
54,251
+1,110
+2% +$468K 9.47% 1
2023
Q1 		$21.8M Buy
53,141
+335
+0.6% +$134K 9.09% 1
2022
Q4 		$20.3M Buy
52,806
+1,942
+4% +$749K 9.23% 1
2022
Q3 		$18.2M Buy
50,864
+2,864
+6% +$1.14M 9.49% 1
2022
Q2 		$18.2M Buy
48,000
+1,717
+4% +$706K 8.21% 1
2022
Q1 		$21M Buy
46,283
+5,433
+13% +$2.43M 8.55% 1
2021
Q4 		$19.5M Buy
40,850
+2,718
+7% +$1.25M 8.97% 1
2021
Q3 		$16.4M Buy
38,132
+1,529
+4% +$678K 8.42% 1
2021
Q2 		$15.7M Buy
36,603
+2,806
+8% +$1.18M 8.09% 1
2021
Q1 		$13.4M Buy
33,797
+259
+0.8% +$100K 7.65% 2
2020
Q4 		$12.6M Sell
33,538
-87
-0.3% -$31K 7.85% 2
2020
Q3 		$11.3M Buy
33,625
+184
+0.6% +$61.2K 7.6% 2
2020
Q2 		$10.4M Sell
33,441
-9,205
-22% -$2.7M 7.45% 2
2020
Q1 		$11M Sell
42,646
-510
-1% -$156K 8.64% 1
2019
Q4 		$14M Buy
43,156
+126
+0.3% +$39K 8.26% 1
2019
Q3 		$12.5M Buy
43,030
+367
+0.9% +$109K 8.41% 1
2019
Q2 		$12.7M Sell
42,663
-1,020
-2% -$296K 8.61% 1
2019
Q1 		$12.4M Buy
+43,683
New +$11.9M 9.02% 1

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Lantz Financial's IVV Position: Q3 2026 in Review

Lantz Financial increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q3 2026, buying an estimated $1.52M and bringing the position to 58,570 shares worth $44.9M. The position accounts for 8.17% of the portfolio, ranked #1.

Lantz Financial first reported a position in IVV in Q1 2019 and has held it in 31 quarters since. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lantz Financial held 58,570 shares of iShares Core S&P 500 ETF worth $44.9M as of Q3 2026.
  • Lantz Financial bought 1,993 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.52M.
  • iShares Core S&P 500 ETF made up 8.17% of Lantz Financial's portfolio in Q3 2026, its #1 holding.
  • Lantz Financial first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 31 quarters since.
  • 1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.