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

LGT Financial 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
2025
Q4 		– Sell
-3,861
Closed -$2.58M – 316
2025
Q3 		$2.58M Buy
3,861
+163
+4% +$105K 5.57% 2
2025
Q2 		$2.3M Sell
3,698
-661
-15% -$380K 5.83% 3
2025
Q1 		$2.45M Buy
4,359
+230
+6% +$136K 7.49% 1
2024
Q4 		$2.43M Buy
4,129
+320
+8% +$189K 5.38% 1
2024
Q3 		$2.2M Sell
3,809
-121
-3% -$67.3K 5.43% 1
2024
Q2 		$2.15M Sell
3,930
-656
-14% -$345K 4.54% 1
2024
Q1 		$2.41M Buy
4,586
+318
+7% +$159K 2.8% 4
2023
Q4 		$2.04M Buy
4,268
+1,015
+31% +$454K 2.49% 4
2023
Q3 		$1.4M Buy
3,253
+797
+32% +$356K 1.78% 10
2023
Q2 		$1.09M Buy
+2,456
New +$1.04M 1.17% 16
2023
Q1 		– Sell
-8
Closed -$3.11K – 143
2022
Q4 		$3.11K Buy
+8
New +$3.09K ﹤0.01% 172

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

LGT Financial Advisors's IVV Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 3,861 shares — an estimated $2.58M sold.

LGT Financial Advisors first reported a position in IVV in Q4 2022 and held it in 11 quarters. The position peaked at $2.58M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3,861 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $2.58M.
  • LGT Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.58M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.