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Lawood & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Lawood & Co’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
Q3 		$1.85M Sell
2,419
-16
-0.7% -$12.2K 1.28% 22
2026
Q2 		$1.82M Hold
2,435
– – 1.24% 26
2026
Q1 		$1.59M Hold
2,435
– – 1.48% 22
2025
Q4 		$1.67M Buy
+2,435
New +$1.65M 1.58% 20

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Lawood & Co's IVV Position: Q3 2026 in Review

Lawood & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 0.66% in Q3 2026, selling an estimated $12.2K and leaving 2,419 shares worth $1.85M. The position accounts for 1.28% of the portfolio, ranked #22.

Lawood & Co first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lawood & Co held 2,419 shares of iShares Core S&P 500 ETF worth $1.85M as of Q3 2026.
  • Lawood & Co sold 16 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $12.2K.
  • iShares Core S&P 500 ETF made up 1.28% of Lawood & Co's portfolio in Q3 2026, its #22 holding.
  • Lawood & Co first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.