LBC
IVV icon

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

Leigh Baldwin & 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
Q1 		$1.52M Buy
2,330
+65
+3% +$44.4K 0.99% 27
2025
Q4 		$1.55M Sell
2,265
-24
-1% -$16.3K 1.02% 22
2025
Q3 		$1.53M Buy
2,289
+250
+12% +$161K 0.86% 27
2025
Q2 		$1.27M Buy
2,039
+70
+4% +$40.2K 0.83% 26
2025
Q1 		$1.11M Buy
1,969
+182
+10% +$107K 0.89% 28
2024
Q4 		$1.05M Buy
+1,787
New +$1.06M 0.89% 29

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Leigh Baldwin & Co's IVV Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, buying an estimated $44.4K and bringing the position to 2,330 shares worth $1.52M. The position accounts for 0.99% of the portfolio, ranked #27.

Leigh Baldwin & Co first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Leigh Baldwin & Co held 2,330 shares of iShares Core S&P 500 ETF worth $1.52M as of Q1 2026.
  • Leigh Baldwin & Co bought 65 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
  • iShares Core S&P 500 ETF made up 0.99% of Leigh Baldwin & Co's portfolio in Q1 2026, its #27 holding.
  • Leigh Baldwin & Co first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's iShares Core S&P 500 ETF position peaked at $1.55M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.