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

Lifeworks 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
Q1 		$5.78M Sell
8,851
-2,565
-22% -$1.75M 0.74% 46
2025
Q4 		$7.82M Buy
11,416
+742
+7% +$504K 1.01% 22
2025
Q3 		$7.14M Sell
10,674
-168
-2% -$108K 0.95% 27
2025
Q2 		$6.73M Sell
10,842
-1,130
-9% -$649K 1% 25
2025
Q1 		$6.73M Buy
11,972
+3,971
+50% +$2.34M 1.12% 22
2024
Q4 		$4.71M Sell
8,001
-86
-1% -$50.9K 0.85% 36
2024
Q3 		$4.67M Buy
8,087
+5,920
+273% +$3.29M 0.92% 31
2024
Q2 		$1.19M Sell
2,167
-929
-30% -$489K 0.33% 80
2024
Q1 		$1.63M Buy
+3,096
New +$1.55M 0.46% 69

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lifeworks Advisors's IVV Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q1 2026, selling an estimated $1.75M and leaving 8,851 shares worth $5.78M. The position accounts for 0.74% of the portfolio, ranked #46.

Lifeworks Advisors first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.82M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Lifeworks Advisors held 8,851 shares of iShares Core S&P 500 ETF worth $5.78M as of Q1 2026.
  • Lifeworks Advisors sold 2,565 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.75M.
  • iShares Core S&P 500 ETF made up 0.74% of Lifeworks Advisors's portfolio in Q1 2026, its #46 holding.
  • Lifeworks Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's iShares Core S&P 500 ETF position peaked at $7.82M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.