LifeWealth Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

LifeWealth Investments’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	$486K	Sell	648 -831	-56%	-$605K	0.13%	83
2026 Q1	$966K	Sell	1,479 -556	-27%	-$380K	0.29%	55
2025 Q4	$1.39M	Sell	2,035 -113	-5%	-$76.7K	0.44%	49
2025 Q3	$1.44M	Buy	2,148 +91	+4%	+$58.6K	0.47%	51
2025 Q2	$1.28M	Buy	2,057 +207	+11%	+$119K	0.46%	48
2025 Q1	$1.04M	Buy	1,850 +680	+58%	+$402K	0.5%	51
2024 Q4	$689K	Buy	+1,170	New	+$693K	0.46%	58

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

LifeWealth Investments's IVV Position: Q2 2026 in Review

LifeWealth Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, selling an estimated $605K and leaving 648 shares worth $486K. The position accounts for 0.13% of the portfolio, ranked #83.

LifeWealth Investments first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q3 2025. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LifeWealth Investments held 648 shares of iShares Core S&P 500 ETF worth $486K as of Q2 2026.
LifeWealth Investments sold 831 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $605K.
iShares Core S&P 500 ETF made up 0.13% of LifeWealth Investments's portfolio in Q2 2026, its #83 holding.
LifeWealth Investments first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's iShares Core S&P 500 ETF position peaked at $1.44M in Q3 2025.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.