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

Lighthouse 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 		$6.44M Sell
8,405
-6,337
-43% -$4.84M 2.9% 9
2026
Q2 		$11M Sell
14,742
-409
-3% -$298K 5.72% 5
2026
Q1 		$9.9M Sell
15,151
-56
-0.4% -$38.2K 5.97% 5
2025
Q4 		$10.4M Sell
15,207
-22
-0.1% -$14.9K 6.81% 3
2025
Q3 		$10.2M Hold
15,229
– – 6.73% 4
2025
Q2 		$9.46M Sell
15,229
-189
-1% -$109K 7.24% 5
2025
Q1 		$8.66M Sell
15,418
-28
-0.2% -$16.5K 7.48% 6
2024
Q4 		$9.09M Buy
+15,446
New +$9.14M 7.38% 5

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Lighthouse Financial's IVV Position: Q3 2026 in Review

Lighthouse Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 43% in Q3 2026, selling an estimated $4.84M and leaving 8,405 shares worth $6.44M. The position accounts for 2.9% of the portfolio, ranked #9.

Lighthouse Financial first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $11M in Q2 2026. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lighthouse Financial held 8,405 shares of iShares Core S&P 500 ETF worth $6.44M as of Q3 2026.
  • Lighthouse Financial sold 6,337 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.84M.
  • iShares Core S&P 500 ETF made up 2.9% of Lighthouse Financial's portfolio in Q3 2026, its #9 holding.
  • Lighthouse Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Lighthouse Financial's iShares Core S&P 500 ETF position peaked at $11M in Q2 2026.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.