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

LifeSteps Financial’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 Q3	$4.76M	Buy	6,220 +4,915	+377%	+$3.75M	2.27%	9
2026 Q2	$977K	Buy	1,305 +542	+71%	+$395K	0.46%	37
2026 Q1	$498K	Buy	763 +38	+5%	+$25.9K	0.32%	51
2025 Q4	$497K	Sell	725 -13	-2%	-$8.83K	0.32%	53
2025 Q3	$494K	Buy	738 +111	+18%	+$71.5K	0.32%	49
2025 Q2	$389K	Hold	627	–	–	0.27%	59
2025 Q1	$352K	Hold	627	–	–	0.29%	58
2024 Q4	$369K	Hold	627	–	–	0.28%	55
2024 Q3	$362K	Hold	627	–	–	0.28%	55
2024 Q2	$343K	Hold	627	–	–	0.28%	57
2024 Q1	$330K	Hold	627	–	–	0.25%	58
2023 Q4	$299K	Hold	627	–	–	0.27%	61
2023 Q3	$269K	Hold	627	–	–	0.27%	58
2023 Q2	$279K	Hold	627	–	–	0.28%	58
2023 Q1	$258K	Hold	627	–	–	0.27%	58
2022 Q4	$241K	Hold	627	–	–	0.25%	62
2022 Q3	$225K	Hold	627	–	–	0.25%	66
2022 Q2	$238K	Hold	627	–	–	0.25%	66
2022 Q1	$284K	Hold	627	–	–	0.21%	67
2021 Q4	$299K	Hold	627	–	–	0.21%	67
2021 Q3	$270K	Hold	627	–	–	0.21%	72
2021 Q2	$270K	Sell	627 -40	-6%	-$16.8K	0.21%	75
2021 Q1	$265K	Hold	667	–	–	0.22%	74
2020 Q4	$250K	Buy	667 +40	+6%	+$14.2K	0.23%	73
2020 Q3	$211K	Buy	+627	New	+$209K	0.22%	74
2020 Q1	–	Sell	-627	Closed	-$203K	–	88
2019 Q4	$203K	Buy	+627	New	+$194K	0.19%	93

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LifeSteps Financial's IVV Position: Q3 2026 in Review

LifeSteps Financial increased its iShares Core S&P 500 ETF (IVV) stake by 377% in Q3 2026, buying an estimated $3.75M and bringing the position to 6,220 shares worth $4.76M. The position accounts for 2.27% of the portfolio, ranked #9.

LifeSteps Financial first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

LifeSteps Financial held 6,220 shares of iShares Core S&P 500 ETF worth $4.76M as of Q3 2026.
LifeSteps Financial bought 4,915 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.75M.
iShares Core S&P 500 ETF made up 2.27% of LifeSteps Financial's portfolio in Q3 2026, its #9 holding.
LifeSteps Financial first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.