LexAurum Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

LexAurum Advisors’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	$1.48M	Buy	1,978 +10	+0.5%	+$7.28K	0.17%	106
2026 Q1	$1.29M	Buy	+1,968	New	+$1.34M	0.17%	116
2025 Q3	$1.76M	Sell	2,628 -24	-0.9%	-$15.5K	0.25%	76
2025 Q2	$1.65M	Sell	2,652 -363	-12%	-$208K	0.26%	81
2025 Q1	$1.69M	Buy	3,015 +83	+3%	+$49K	0.32%	60
2024 Q4	$1.73M	Buy	2,932 +915	+45%	+$542K	0.34%	57
2024 Q3	$1.16M	Sell	2,017 -224	-10%	-$125K	0.26%	86
2024 Q2	$1.23M	Buy	2,241 +128	+6%	+$67.3K	0.3%	76
2024 Q1	$1.11M	Sell	2,113 -390	-16%	-$195K	0.28%	76
2023 Q4	$1.2M	Buy	2,503 +383	+18%	+$171K	0.31%	71
2023 Q3	$910K	Buy	2,120 +132	+7%	+$59K	0.27%	85
2023 Q2	$886K	Buy	1,988 +1	+0.1%	+$421	0.27%	79
2023 Q1	$817K	Sell	1,987 -1,451	-42%	-$582K	0.27%	82
2022 Q4	$1.32M	Sell	3,438 -188	-5%	-$72.6K	0.47%	44
2022 Q3	$1.3M	Sell	3,626 -176	-5%	-$70.3K	0.5%	42
2022 Q2	$1.44M	Sell	3,802 -677	-15%	-$278K	0.54%	39
2022 Q1	$2.03M	Sell	4,479 -1,139	-20%	-$509K	0.66%	33
2021 Q4	$2.68M	Sell	5,618 -426	-7%	-$196K	0.87%	23
2021 Q3	$2.6M	Sell	6,044 -204	-3%	-$90.4K	0.77%	27
2021 Q2	$2.69M	Buy	6,248 +151	+2%	+$63.3K	0.8%	24
2021 Q1	$2.43M	Buy	6,097 +284	+5%	+$110K	0.83%	25
2020 Q4	$2.18M	Buy	5,813 +2,565	+79%	+$913K	0.78%	31
2020 Q3	$1.09M	Buy	3,248 +349	+12%	+$116K	0.45%	52
2020 Q2	$898K	Sell	2,899 -356	-11%	-$105K	0.49%	51
2020 Q1	$841K	Buy	3,255 +753	+30%	+$231K	0.58%	39
2019 Q4	$809K	Buy	2,502 +790	+46%	+$244K	0.4%	59
2019 Q3	$511K	Buy	1,712 +72	+4%	+$21.4K	0.3%	84
2019 Q2	$483K	Buy	1,640 +10	+0.6%	+$2.9K	0.3%	84
2019 Q1	$464K	Sell	1,630 -6,391	-80%	-$1.75M	0.31%	74
2018 Q4	$2.02M	Buy	8,021 +6,692	+504%	+$1.82M	1.56%	15
2018 Q3	$389K	Sell	1,329 -872	-40%	-$250K	0.27%	85
2018 Q2	$601K	Buy	2,201 +473	+27%	+$129K	0.53%	53
2018 Q1	$459K	Sell	1,728 -76	-4%	-$20.9K	0.39%	71
2017 Q4	$505K	Buy	+1,804	New	+$472K	0.47%	66

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

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

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

LexAurum Advisors's IVV Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.51% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,978 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #106.

LexAurum Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.69M in Q2 2021. 2,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LexAurum Advisors held 1,978 shares of iShares Core S&P 500 ETF worth $1.48M as of Q2 2026.
LexAurum Advisors bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.17% of LexAurum Advisors's portfolio in Q2 2026, its #106 holding.
LexAurum Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
LexAurum Advisors's iShares Core S&P 500 ETF position peaked at $2.69M in Q2 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.