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

Lauterbach Financial 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	$474K	Hold	633	–	–	0.2%	54
2026 Q1	$413K	Hold	633	–	–	0.2%	54
2025 Q4	$434K	Hold	633	–	–	0.21%	54
2025 Q3	$424K	Hold	633	–	–	0.21%	54
2025 Q2	$393K	Hold	633	–	–	0.22%	51
2025 Q1	$356K	Hold	633	–	–	0.22%	49
2024 Q4	$373K	Hold	633	–	–	0.23%	46
2024 Q3	$365K	Hold	633	–	–	0.22%	46
2024 Q2	$339K	Hold	633	–	–	0.22%	45
2024 Q1	$333K	Hold	633	–	–	0.22%	43
2023 Q4	$302K	Buy	+633	New	+$283K	0.21%	45

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Lauterbach Financial Advisors's IVV Position: Q2 2026 in Review

Lauterbach Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 633 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #54.

Lauterbach Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,114 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lauterbach Financial Advisors held 633 shares of iShares Core S&P 500 ETF worth $474K as of Q2 2026.
Lauterbach Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.2% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #54 holding.
Lauterbach Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,114 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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