LJHT
IVV icon

Laurie J. Hall Trustee’s iShares Core S&P 500 ETF IVV Stock Holding History

Laurie J. Hall Trustee’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 		$1.03M Hold
1,369
– – 0.32% 61
2026
Q1 		$894K Buy
1,369
+577
+73% +$394K 0.32% 63
2025
Q4 		$542K Hold
792
– – 0.18% 74
2025
Q3 		$530K Sell
792
-100
-11% -$64.4K 0.17% 78
2025
Q2 		$554K Hold
892
– – 0.18% 76
2025
Q1 		$501K Sell
892
-712
-44% -$420K 0.18% 80
2024
Q4 		$944K Buy
1,604
+392
+32% +$232K 0.31% 65
2024
Q3 		$699K Sell
1,212
-75
-6% -$41.7K 0.22% 74
2024
Q2 		$705K Hold
1,287
– – 0.25% 68
2024
Q1 		$676K Sell
1,287
-59
-4% -$29.5K 0.24% 70
2023
Q4 		$643K Hold
1,346
– – 0.25% 66
2023
Q3 		$578K Hold
1,346
– – 0.25% 65
2023
Q2 		$600K Hold
1,346
– – 0.24% 67
2023
Q1 		$553K Hold
1,346
– – 0.24% 67
2022
Q4 		$517K Sell
1,346
-30
-2% -$11.6K 0.23% 70
2022
Q3 		$494K Hold
1,376
– – 0.24% 70
2022
Q2 		$521K Sell
1,376
-150
-10% -$61.7K 0.24% 71
2022
Q1 		$692K Hold
1,526
– – 0.27% 69
2021
Q4 		$728K Sell
1,526
-10
-0.7% -$4.61K 0.26% 68
2021
Q3 		$662K Sell
1,536
-10
-0.6% -$4.43K 0.26% 70
2021
Q2 		$665K Sell
1,546
-15
-1% -$6.28K 0.25% 70
2021
Q1 		$621K Sell
1,561
-32
-2% -$12.4K 0.24% 72
2020
Q4 		$598K Sell
1,593
-3
-0.2% -$1.07K 0.24% 69
2020
Q3 		$536K Buy
+1,596
New +$531K 0.24% 70
2019
Q4 		$603K Buy
1,866
+381
+26% +$118K 0.28% 67
2019
Q3 		$443K Hold
1,485
– – 0.23% 74
2019
Q2 		$438K Sell
1,485
-83
-5% -$24.1K 0.23% 72
2019
Q1 		$446K Hold
1,568
– – 0.23% 70
2018
Q4 		$432K Sell
1,568
-600
-28% -$163K 0.24% 70
2018
Q3 		$635K Hold
2,168
– – 0.33% 62
2018
Q2 		$116K Hold
2,168
– – 0.07% 143
2018
Q1 		$575K Sell
2,168
-495
-19% -$136K 0.35% 58
2017
Q4 		$716K Buy
+2,663
New +$697K 0.41% 54

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Laurie J. Hall Trustee's IVV Position: Q2 2026 in Review

Laurie J. Hall Trustee held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,369 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #61.

Laurie J. Hall Trustee first reported a position in IVV in Q4 2017 and has held it in 33 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Laurie J. Hall Trustee held 1,369 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
  • Laurie J. Hall Trustee left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.32% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #61 holding.
  • Laurie J. Hall Trustee first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.