Lawson Kroeker Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lawson Kroeker Investment Management’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	$374K	Hold	500	–	–	0.1%	50
2026 Q1	$327K	Sell	500 -82	-14%	-$56K	0.1%	53
2025 Q4	$399K	Sell	582 -30	-5%	-$20.4K	0.12%	52
2025 Q3	$410K	Hold	612	–	–	0.07%	78
2025 Q2	$380K	Hold	612	–	–	0.07%	79
2025 Q1	$344K	Hold	612	–	–	0.06%	80
2024 Q4	$360K	Buy	+612	New	+$362K	0.07%	83

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

Lawson Kroeker Investment Management's IVV Position: Q2 2026 in Review

Lawson Kroeker Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 500 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #50.

Lawson Kroeker Investment Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q3 2025. 1,967 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lawson Kroeker Investment Management held 500 shares of iShares Core S&P 500 ETF worth $374K as of Q2 2026.
Lawson Kroeker Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #50 holding.
Lawson Kroeker Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Lawson Kroeker Investment Management's iShares Core S&P 500 ETF position peaked at $410K in Q3 2025.
1,967 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.