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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
Q2 		$8.29M Buy
11,064
+2,213
+25% +$1.61M 0.87% 34
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 $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

Lifeworks Advisors's IVV Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $1.61M and bringing the position to 11,064 shares worth $8.29M. The position accounts for 0.87% of the portfolio, ranked #34.

Lifeworks Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lifeworks Advisors held 11,064 shares of iShares Core S&P 500 ETF worth $8.29M as of Q2 2026.
  • Lifeworks Advisors bought 2,213 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Core S&P 500 ETF made up 0.87% of Lifeworks Advisors's portfolio in Q2 2026, its #34 holding.
  • Lifeworks Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.