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

Lazari Capital 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	$2.11M	Sell	2,811 -9	-0.3%	-$6.55K	0.65%	27
2026 Q1	$1.84M	Sell	2,820 -159	-5%	-$109K	0.64%	30
2025 Q4	$2.04M	Buy	2,979 +92	+3%	+$62.5K	0.69%	25
2025 Q3	$1.93M	Sell	2,887 -436	-13%	-$281K	0.65%	27
2025 Q2	$2.06M	Sell	3,323 -314	-9%	-$180K	0.78%	24
2025 Q1	$2.04M	Sell	3,637 -64	-2%	-$37.8K	0.84%	23
2024 Q4	$2.18M	Sell	3,701 -748	-17%	-$443K	0.87%	22
2024 Q3	$2.57M	Sell	4,449 -780	-15%	-$434K	1.1%	19
2024 Q2	$2.86M	Buy	5,229 +3,868	+284%	+$2.03M	1.29%	14
2024 Q1	$716K	Buy	1,361 +3	+0.2%	+$1.5K	0.39%	45
2023 Q4	$648K	Buy	+1,358	New	+$608K	0.37%	48

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Lazari Capital Management's IVV Position: Q2 2026 in Review

Lazari Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, selling an estimated $6.55K and leaving 2,811 shares worth $2.11M. The position accounts for 0.65% of the portfolio, ranked #27.

Lazari Capital Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q2 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lazari Capital Management held 2,811 shares of iShares Core S&P 500 ETF worth $2.11M as of Q2 2026.
Lazari Capital Management sold 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
iShares Core S&P 500 ETF made up 0.65% of Lazari Capital Management's portfolio in Q2 2026, its #27 holding.
Lazari Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Lazari Capital Management's iShares Core S&P 500 ETF position peaked at $2.86M in Q2 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.