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

Letson 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	$346K	Sell	462 -43	-9%	-$31.3K	0.13%	89
2026 Q1	$330K	Hold	505	–	–	0.13%	85
2025 Q4	$346K	Sell	505 -78	-13%	-$53K	0.13%	80
2025 Q3	$390K	Hold	583	–	–	0.14%	79
2025 Q2	$362K	Hold	583	–	–	0.14%	76
2025 Q1	$328K	Hold	583	–	–	0.13%	74
2024 Q4	$343K	Hold	583	–	–	0.14%	75
2024 Q3	$336K	Hold	583	–	–	0.13%	77
2024 Q2	$319K	Hold	583	–	–	0.14%	78
2024 Q1	$307K	Hold	583	–	–	0.13%	82
2023 Q4	$278K	Buy	+583	New	+$261K	0.13%	81

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

Letson Investment Management's IVV Position: Q2 2026 in Review

Letson Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q2 2026, selling an estimated $31.3K and leaving 462 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #89.

Letson Investment Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $390K in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Letson Investment Management held 462 shares of iShares Core S&P 500 ETF worth $346K as of Q2 2026.
Letson Investment Management sold 43 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
iShares Core S&P 500 ETF made up 0.13% of Letson Investment Management's portfolio in Q2 2026, its #89 holding.
Letson Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's iShares Core S&P 500 ETF position peaked at $390K in Q3 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.