LSIA
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LaSalle St. Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

LaSalle St. Investment 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 		$10.6M Buy
14,117
+51
+0.4% +$37.1K 1.29% 13
2026
Q1 		$9.19M Buy
14,066
+297
+2% +$203K 1.29% 15
2025
Q4 		$9.43M Buy
13,769
+1,636
+13% +$1.11M 1.52% 12
2025
Q3 		$8.12M Buy
12,133
+3,784
+45% +$2.44M 1.46% 12
2025
Q2 		$5.18M Sell
8,349
-1,301
-13% -$747K 1.42% 11
2025
Q1 		$5.42M Buy
9,650
+2,418
+33% +$1.43M 1.28% 16
2024
Q4 		$4.26M Buy
7,232
+1,903
+36% +$1.13M 1.32% 13
2024
Q3 		$3.07M Buy
5,329
+1,597
+43% +$888K 1.21% 14
2024
Q2 		$2.04M Buy
3,732
+954
+34% +$502K 1.02% 15
2024
Q1 		$1.44M Buy
2,778
+2,255
+431% +$1.13M 0.81% 21
2023
Q4 		$2.5M Sell
523
-1,761
-77% -$788K 0.17% 98
2023
Q3 		$981K Sell
2,284
-668
-23% -$299K 0.48% 29
2023
Q2 		$1.32M Buy
2,952
+630
+27% +$265K 0.58% 30
2023
Q1 		$954K Buy
2,322
+18
+0.8% +$7.22K 0.42% 40
2022
Q4 		$885K Buy
+2,304
New +$889K 0.42% 41

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

LaSalle St. Investment Advisors's IVV Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q2 2026, buying an estimated $37.1K and bringing the position to 14,117 shares worth $10.6M. The position accounts for 1.29% of the portfolio, ranked #13.

LaSalle St. Investment Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LaSalle St. Investment Advisors held 14,117 shares of iShares Core S&P 500 ETF worth $10.6M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
  • iShares Core S&P 500 ETF made up 1.29% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.