Lee-Kelleher Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lee-Kelleher Wealth 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	$36.9M	Buy	49,300 +559	+1%	+$407K	19.31%	1
2026 Q1	$31.8M	Buy	48,741 +707	+1%	+$483K	18.94%	2
2025 Q4	$32.9M	Buy	48,034 +1,273	+3%	+$864K	19.63%	1
2025 Q3	$31.3M	Buy	46,761 +1,188	+3%	+$765K	19.28%	1
2025 Q2	$28.3M	Buy	45,573 +2,411	+6%	+$1.38M	18.8%	1
2025 Q1	$24.3M	Buy	43,162 +961	+2%	+$567K	17.84%	2
2024 Q4	$24.8M	Buy	+42,201	New	+$25M	17.69%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Lee-Kelleher Wealth Management's IVV Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $407K and bringing the position to 49,300 shares worth $36.9M. The position accounts for 19.31% of the portfolio, ranked #1.

Lee-Kelleher Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,151 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lee-Kelleher Wealth Management held 49,300 shares of iShares Core S&P 500 ETF worth $36.9M as of Q2 2026.
Lee-Kelleher Wealth Management bought 559 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $407K.
iShares Core S&P 500 ETF made up 19.31% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #1 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,151 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.