Life Line Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Life Line Wealth 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 Q1	$21.9M	Buy	33,552 +1,564	+5%	+$1.07M	9.79%	5
2025 Q4	$21.9M	Buy	31,988 +1,527	+5%	+$1.04M	6.47%	7
2025 Q3	$20.4M	Sell	30,461 -394	-1%	-$254K	6.22%	8
2025 Q2	$19.2M	Sell	30,855 -44,503	-59%	-$25.6M	6.2%	8
2025 Q1	$42.3M	Buy	75,358 +3,196	+4%	+$1.89M	15.58%	3
2024 Q4	$42.5M	Buy	72,162 +724	+1%	+$429K	15.15%	2
2024 Q3	$41.2M	Sell	71,438 -6,623	-8%	-$3.68M	14.73%	3
2024 Q2	$42.7M	Sell	78,061 -20,221	-21%	-$10.6M	16.14%	1
2024 Q1	$51.7M	Buy	98,282 +3,729	+4%	+$1.87M	19.57%	2
2023 Q4	$45.2M	Buy	+94,553	New	+$42.3M	17.88%	4

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Life Line Wealth Management's IVV Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q1 2026, buying an estimated $1.07M and bringing the position to 33,552 shares worth $21.9M. The position accounts for 9.79% of the portfolio, ranked #5.

Life Line Wealth Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.7M in Q1 2024. 3,994 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Life Line Wealth Management held 33,552 shares of iShares Core S&P 500 ETF worth $21.9M as of Q1 2026.
Life Line Wealth Management bought 1,564 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.07M.
iShares Core S&P 500 ETF made up 9.79% of Life Line Wealth Management's portfolio in Q1 2026, its #5 holding.
Life Line Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Life Line Wealth Management's iShares Core S&P 500 ETF position peaked at $51.7M in Q1 2024.
3,994 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.