Lavaca Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Lavaca Capital’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	$3.26M	Buy	4,356 +2,679	+160%	+$1.95M	0.32%	24
2026 Q1	$1.1M	Buy	1,677 +9	+0.5%	+$6.15K	0.19%	45
2025 Q4	$1.14M	Sell	1,668 -44	-3%	-$29.9K	0.18%	43
2025 Q3	$1.15M	Sell	1,712 -34	-2%	-$21.9K	0.2%	40
2025 Q2	$1.08M	Sell	1,746 -43	-2%	-$24.7K	0.4%	35
2025 Q1	$1.01M	Sell	1,789 -2,418	-57%	-$1.43M	0.41%	38
2024 Q4	$2.48M	Buy	4,207 +919	+28%	+$544K	0.97%	21
2024 Q3	$1.9M	Buy	3,288 +1,987	+153%	+$1.1M	0.81%	28
2024 Q2	$712K	Buy	+1,301	New	+$684K	0.37%	48
2024 Q1	–	Sell	-3,798	Closed	-$1.81M	–	88
2023 Q4	$1.81M	Sell	3,798 -9,994	-72%	-$4.47M	1.03%	16
2023 Q3	$5.92M	Buy	13,792 +1,487	+12%	+$665K	1.99%	9
2023 Q2	$5.48M	Buy	12,305 +178	+1%	+$75K	1.61%	8
2023 Q1	$4.99M	Sell	12,127 -1,496	-11%	-$600K	1.04%	13
2022 Q4	$5.23M	Buy	13,623 +10,270	+306%	+$3.96M	1.63%	14
2022 Q3	$1.2M	Hold	3,353	–	–	0.43%	50
2022 Q2	$1.27M	Buy	3,353 +92	+3%	+$37.8K	0.19%	55
2022 Q1	$1.48M	Sell	3,261 -1,772	-35%	-$793K	0.16%	69
2021 Q4	$2.4M	Hold	5,033	–	–	0.31%	31
2021 Q3	$2.17M	Hold	5,033	–	–	0.22%	26
2021 Q2	$2.16M	Buy	5,033 +29	+0.6%	+$12.1K	0.22%	29
2021 Q1	$1.99M	Buy	5,004 +671	+15%	+$260K	0.17%	32
2020 Q4	$1.63M	Sell	4,333 -346	-7%	-$123K	0.21%	31
2020 Q3	$1.57M	Buy	4,679 +3,242	+226%	+$1.08M	0.25%	33
2020 Q2	$445K	Buy	+1,437	New	+$422K	0.14%	59

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Lavaca Capital's IVV Position: Q2 2026 in Review

Lavaca Capital increased its iShares Core S&P 500 ETF (IVV) stake by 160% in Q2 2026, buying an estimated $1.95M and bringing the position to 4,356 shares worth $3.26M. The position accounts for 0.32% of the portfolio, ranked #24.

Lavaca Capital first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.92M in Q3 2023. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lavaca Capital held 4,356 shares of iShares Core S&P 500 ETF worth $3.26M as of Q2 2026.
Lavaca Capital bought 2,679 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.95M.
iShares Core S&P 500 ETF made up 0.32% of Lavaca Capital's portfolio in Q2 2026, its #24 holding.
Lavaca Capital first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
Lavaca Capital's iShares Core S&P 500 ETF position peaked at $5.92M in Q3 2023.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.