LIA
IVV icon

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

LifePlan Investment 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 		$13M Buy
17,403
+6,943
+66% +$5.06M 4.49% 1
2026
Q1 		$6.83M Buy
10,460
+2,721
+35% +$1.86M 2.68% 6
2025
Q4 		$5.3M Buy
7,739
+330
+4% +$224K 2.16% 11
2025
Q3 		$4.96M Sell
7,409
-262
-3% -$169K 2.08% 13
2025
Q2 		$4.76M Sell
7,671
-3,506
-31% -$2.01M 2.37% 11
2025
Q1 		$6.28M Buy
11,177
+508
+5% +$300K 3.61% 3
2024
Q4 		$6.28M Sell
10,669
-810
-7% -$479K 3.89% 3
2024
Q3 		$6.62M Buy
11,479
+268
+2% +$149K 4.23% 3
2024
Q2 		$6.13M Sell
11,211
-127
-1% -$66.8K 4.42% 3
2024
Q1 		$5.96M Sell
11,338
-2,275
-17% -$1.14M 4.75% 3
2023
Q4 		$6.5M Buy
13,613
+2,689
+25% +$1.2M 5.95% 3
2023
Q3 		$4.69M Buy
10,924
+4,750
+77% +$2.12M 4.99% 4
2023
Q2 		$2.75M Buy
+6,174
New +$2.6M 3.08% 12

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

LifePlan Investment Advisors's IVV Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $5.06M and bringing the position to 17,403 shares worth $13M. The position accounts for 4.49% of the portfolio, ranked #1.

LifePlan Investment Advisors first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LifePlan Investment Advisors held 17,403 shares of iShares Core S&P 500 ETF worth $13M as of Q2 2026.
  • LifePlan Investment Advisors bought 6,943 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.06M.
  • iShares Core S&P 500 ETF made up 4.49% of LifePlan Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • LifePlan Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.