Lazard Frères Gestion’s iShares Core S&P 500 ETF IVV Stock Holding History

Lazard Frères Gestion’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	$2.36M	Hold	3,150	–	–	0.04%	59
2026 Q1	$2.06M	Hold	3,150	–	–	0.04%	58
2025 Q4	$2.16M	Hold	3,150	–	–	0.04%	67
2025 Q3	$2.11M	Hold	3,150	–	–	0.04%	70
2025 Q2	$1.96M	Hold	3,150	–	–	0.04%	66
2025 Q1	$1.77M	Hold	3,150	–	–	0.04%	67
2024 Q4	$1.85M	Sell	3,150 -350	-10%	-$207K	0.04%	62
2024 Q3	$2.02M	Hold	3,500	–	–	0.04%	56
2024 Q2	$1.92M	Sell	3,500 -200	-5%	-$105K	0.04%	52
2024 Q1	$1.94M	Sell	3,700 -238	-6%	-$119K	0.05%	49
2023 Q4	$1.89M	Sell	3,938 -100	-2%	-$44.8K	0.05%	49
2023 Q3	$1.74M	Buy	+4,038	New	+$1.81M	0.06%	51
2023 Q2	–	Sell	-3,138	Closed	-$1.08M	–	81
2023 Q1	$1.08M	Buy	+3,138	New	+$1.26M	0.04%	51

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

Lazard Frères Gestion's IVV Position: Q2 2026 in Review

Lazard Frères Gestion held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,150 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #59.

Lazard Frères Gestion first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lazard Frères Gestion held 3,150 shares of iShares Core S&P 500 ETF worth $2.36M as of Q2 2026.
Lazard Frères Gestion left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Lazard Frères Gestion's portfolio in Q2 2026, its #59 holding.
Lazard Frères Gestion first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.