Lincoln Capital Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Lincoln Capital Corp’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	$4.19M	Sell	5,592 -10	-0.2%	-$7.28K	1.36%	25
2026 Q1	$3.66M	Sell	5,602 -1,056	-16%	-$721K	1.35%	25
2025 Q4	$4.56M	Sell	6,658 -115	-2%	-$78.1K	1.62%	21
2025 Q3	$4.53M	Sell	6,773 -608	-8%	-$392K	1.63%	22
2025 Q2	$4.58M	Sell	7,381 -104	-1%	-$59.7K	1.76%	20
2025 Q1	$4.21M	Sell	7,485 -165	-2%	-$97.4K	1.75%	20
2024 Q4	$4.5M	Sell	7,650 -110	-1%	-$65.1K	1.85%	19
2024 Q3	$4.48M	Sell	7,760 -152	-2%	-$84.5K	1.83%	18
2024 Q2	$4.33M	Buy	7,912 +356	+5%	+$187K	1.85%	22
2024 Q1	$3.97M	Buy	7,556 +4,910	+186%	+$2.46M	1.74%	21
2023 Q4	$1.26M	Buy	2,646 +79	+3%	+$35.4K	0.62%	33
2023 Q3	$1.1M	Sell	2,567 -182	-7%	-$81.4K	0.59%	33
2023 Q2	$1.23M	Sell	2,749 -213	-7%	-$89.8K	0.63%	32
2023 Q1	$1.22M	Buy	2,962 +432	+17%	+$173K	0.71%	30
2022 Q4	$972K	Buy	2,530 +264	+12%	+$102K	0.59%	32
2022 Q3	$813K	Sell	2,266 -70	-3%	-$28K	0.55%	35
2022 Q2	$886K	Sell	2,336 -12	-0.5%	-$4.94K	0.57%	32
2022 Q1	$1.06M	Sell	2,348 -1,800	-43%	-$805K	0.56%	36
2021 Q4	$1.98M	Buy	4,148 +1,800	+77%	+$830K	0.95%	28
2021 Q3	$1.01M	Sell	2,348 -149	-6%	-$66K	0.54%	33
2021 Q2	$1.07M	Sell	2,497 -353	-12%	-$148K	0.61%	31
2021 Q1	$1.13M	Buy	2,850 +125	+5%	+$48.4K	0.71%	30
2020 Q4	$1.02M	Sell	2,725 -38	-1%	-$13.5K	0.67%	29
2020 Q3	$929K	Sell	2,763 -8	-0.3%	-$2.66K	0.68%	31
2020 Q2	$858K	Sell	2,771 -148	-5%	-$43.5K	0.67%	30
2020 Q1	$754	Buy	+2,919	New	+$894K	0.34%	32
2019 Q2	–	Sell	-9,551	Closed	-$2.72M	–	49
2019 Q1	$2.72M	Buy	+9,551	New	+$2.61M	2.46%	17

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

Lincoln Capital Corp's IVV Position: Q2 2026 in Review

Lincoln Capital Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 0.18% in Q2 2026, selling an estimated $7.28K and leaving 5,592 shares worth $4.19M. The position accounts for 1.36% of the portfolio, ranked #25.

Lincoln Capital Corp first reported a position in IVV in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.58M in Q2 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lincoln Capital Corp held 5,592 shares of iShares Core S&P 500 ETF worth $4.19M as of Q2 2026.
Lincoln Capital Corp sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 1.36% of Lincoln Capital Corp's portfolio in Q2 2026, its #25 holding.
Lincoln Capital Corp first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
Lincoln Capital Corp's iShares Core S&P 500 ETF position peaked at $4.58M in Q2 2025.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.