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IVV icon

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
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 		$13.9M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Lantz Financial's IVV Position: Q2 2026 in Review

Lantz Financial increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $7.01M and bringing the position to 56,577 shares worth $42.4M. The position accounts for 7.76% of the portfolio, ranked #1.

Lantz Financial first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 1,070 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lantz Financial held 56,577 shares of iShares Core S&P 500 ETF worth $42.4M as of Q2 2026.
  • Lantz Financial bought 9,630 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.01M.
  • iShares Core S&P 500 ETF made up 7.76% of Lantz Financial's portfolio in Q2 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 30 quarters since.
  • 1,070 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.