Lincoln Capital
IVV icon

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

Lincoln Capital’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 		$3.75M Buy
4,898
+77
+2% +$58.8K 0.66% 32
2026
Q2 		$3.61M Buy
4,821
+273
+6% +$199K 0.64% 32
2026
Q1 		$2.97M Sell
4,548
-213
-4% -$145K 0.56% 34
2025
Q4 		$3.26M Buy
4,761
+167
+4% +$113K 0.59% 33
2025
Q3 		$3.09M Buy
4,594
+108
+2% +$69.6K 0.58% 32
2025
Q2 		$2.79M Buy
4,486
+7
+0.2% +$4.02K 0.54% 33
2025
Q1 		$2.37M Buy
4,479
+478
+12% +$282K 0.5% 34
2024
Q4 		$2.36M Buy
4,001
+200
+5% +$118K 0.5% 36
2024
Q3 		$2.19M Sell
3,801
-575
-13% -$320K 0.46% 35
2024
Q2 		$2.39M Sell
4,376
-67
-2% -$35.2K 0.53% 35
2024
Q1 		$2.34M Sell
4,443
-202
-4% -$101K 0.52% 34
2023
Q4 		$2.22M Buy
4,645
+10
+0.2% +$4.48K 0.54% 34
2023
Q3 		$1.99M Hold
4,635
– – 0.52% 33
2023
Q2 		$2.07M Buy
4,635
+138
+3% +$58.2K 0.53% 35
2023
Q1 		$1.85M Buy
4,497
+167
+4% +$67K 0.51% 36
2022
Q4 		$1.66M Buy
4,330
+142
+3% +$54.8K 0.48% 35
2022
Q3 		$1.5M Buy
4,188
+45
+1% +$18K 0.47% 34
2022
Q2 		$1.57M Buy
4,143
+95
+2% +$39.1K 0.44% 33
2022
Q1 		$1.84M Buy
4,048
+630
+18% +$282K 0.43% 35
2021
Q4 		$1.63M Buy
3,418
+327
+11% +$151K 0.4% 36
2021
Q3 		$1.33M Buy
3,091
+266
+9% +$118K 0.36% 39
2021
Q2 		$1.22M Buy
2,825
+934
+49% +$391K 0.34% 40
2021
Q1 		$752K Buy
1,891
+282
+18% +$109K 0.23% 48
2020
Q4 		$604K Buy
1,609
+544
+51% +$194K 0.2% 52
2020
Q3 		$358K Buy
+1,065
New +$354K 0.13% 61

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lincoln Capital's IVV Position: Q3 2026 in Review

Lincoln Capital increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q3 2026, buying an estimated $58.8K and bringing the position to 4,898 shares worth $3.75M. The position accounts for 0.66% of the portfolio, ranked #32.

Lincoln Capital first reported a position in IVV in Q3 2020 and has held it in 25 quarters since. 3,018 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lincoln Capital held 4,898 shares of iShares Core S&P 500 ETF worth $3.75M as of Q3 2026.
  • Lincoln Capital bought 77 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $58.8K.
  • iShares Core S&P 500 ETF made up 0.66% of Lincoln Capital's portfolio in Q3 2026, its #32 holding.
  • Lincoln Capital first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
  • 3,018 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.