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Leuthold Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Leuthold Group’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 		$9.76M Sell
13,036
-2
-0% -$1.46K 0.98% 26
2026
Q1 		$8.52M Sell
13,038
-35
-0.3% -$23.9K 0.91% 29
2025
Q4 		$8.95M Sell
13,073
-1,225
-9% -$832K 0.97% 30
2025
Q3 		$9.57M Sell
14,298
-360
-2% -$232K 1.05% 28
2025
Q2 		$9.1M Buy
14,658
+343
+2% +$197K 1.09% 25
2025
Q1 		$8.04M Buy
14,315
+37
+0.3% +$21.8K 1.04% 24
2024
Q4 		$8.41M Sell
14,278
-1,291
-8% -$764K 1.01% 31
2024
Q3 		$8.98M Sell
15,569
-196
-1% -$109K 1% 30
2024
Q2 		$8.63M Hold
15,765
– – 1% 30
2024
Q1 		$8.29M Buy
15,765
+2
+0% +$1K 0.93% 33
2023
Q4 		$7.53M Buy
15,763
+1,361
+9% +$609K 0.94% 30
2023
Q3 		$6.18M Hold
14,402
– – 0.87% 32
2023
Q2 		$6.42M Hold
14,402
– – 0.83% 35
2023
Q1 		$5.92M Hold
14,402
– – 0.78% 38
2022
Q4 		$5.53M Sell
14,402
-2,278
-14% -$879K 0.75% 46
2022
Q3 		$5.98M Hold
16,680
– – 0.9% 34
2022
Q2 		$6.32M Buy
+16,680
New +$6.86M 0.9% 32
2020
Q1 		– Sell
-1,006
Closed -$325K – 167
2019
Q4 		$325K Sell
1,006
-660
-40% -$204K 0.04% 142
2019
Q3 		$497K Buy
1,666
+28
+2% +$8.32K 0.07% 128
2019
Q2 		$483K Buy
1,638
+6
+0.4% +$1.74K 0.06% 140
2019
Q1 		$464K Buy
1,632
+398
+32% +$109K 0.06% 146
2018
Q4 		$310K Hold
1,234
– – 0.04% 168
2018
Q3 		$361K Buy
1,234
+97
+9% +$27.8K 0.04% 177
2018
Q2 		$310K Buy
1,137
+81
+8% +$22K 0.03% 189
2018
Q1 		$280K Buy
1,056
+243
+30% +$66.8K 0.03% 180
2017
Q4 		$219K Buy
+813
New +$213K 0.02% 188

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Leuthold Group's IVV Position: Q2 2026 in Review

Leuthold Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.02% in Q2 2026, selling an estimated $1.46K and leaving 13,036 shares worth $9.76M. The position accounts for 0.98% of the portfolio, ranked #26.

Leuthold Group first reported a position in IVV in Q4 2017 and has held it in 26 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Leuthold Group held 13,036 shares of iShares Core S&P 500 ETF worth $9.76M as of Q2 2026.
  • Leuthold Group sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.98% of Leuthold Group's portfolio in Q2 2026, its #26 holding.
  • Leuthold Group first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 26 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.