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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Lincoln Capital's IVV Position: Q2 2026 in Review

Lincoln Capital increased its iShares Core S&P 500 ETF (IVV) stake by 6% in Q2 2026, buying an estimated $199K and bringing the position to 4,821 shares worth $3.61M. The position accounts for 0.64% of the portfolio, ranked #32.

Lincoln Capital first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lincoln Capital held 4,821 shares of iShares Core S&P 500 ETF worth $3.61M as of Q2 2026.
  • Lincoln Capital bought 273 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $199K.
  • iShares Core S&P 500 ETF made up 0.64% of Lincoln Capital's portfolio in Q2 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 24 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.