LFWA
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LiftPoint Family Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

LiftPoint Family Wealth 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 		$27.7M Buy
36,952
+10,539
+40% +$7.67M 18.75% 1
2026
Q1 		$17.3M Buy
26,413
+4,001
+18% +$2.73M 14.29% 1
2025
Q4 		$15.4M Buy
+22,412
New +$15.2M 13.1% 1

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

LiftPoint Family Wealth Advisors's IVV Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q2 2026, buying an estimated $7.67M and bringing the position to 36,952 shares worth $27.7M. The position accounts for 18.75% of the portfolio, ranked #1.

LiftPoint Family Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 36,952 shares of iShares Core S&P 500 ETF worth $27.7M as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 10,539 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.67M.
  • iShares Core S&P 500 ETF made up 18.75% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • LiftPoint Family Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.