Lineweaver Wealth Advisors
IVV icon

Lineweaver Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Lineweaver 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
Q3 		$77.2M Buy
100,802
+425
+0.4% +$324K 8.95% 1
2026
Q2 		$75.2M Buy
100,377
+144
+0.1% +$105K 8.9% 1
2026
Q1 		$65.5M Buy
100,233
+1,580
+2% +$1.08M 8.83% 1
2025
Q4 		$67.6M Buy
98,653
+1,526
+2% +$1.04M 9.15% 1
2025
Q3 		$65M Buy
97,127
+519
+0.5% +$334K 9.52% 1
2025
Q2 		$60M Sell
96,608
-16,137
-14% -$9.27M 9.48% 1
2025
Q1 		$63.4M Buy
112,745
+2,929
+3% +$1.73M 10.79% 1
2024
Q4 		$64.7M Sell
109,816
-5,636
-5% -$3.34M 11.95% 1
2024
Q3 		$66.6M Sell
115,452
-11,700
-9% -$6.51M 12.68% 1
2024
Q2 		$69.6M Sell
127,152
-33
-0% -$17.4K 14.42% 1
2024
Q1 		$66.9M Buy
127,185
+2,664
+2% +$1.33M 15.88% 1
2023
Q4 		$59.5M Buy
124,521
+4,338
+4% +$1.94M 15.42% 1
2023
Q3 		$51.6M Sell
120,183
-1,352
-1% -$605K 15.01% 1
2023
Q2 		$54.2M Sell
121,535
-1,449
-1% -$611K 15.45% 1
2023
Q1 		$50.6M Buy
122,984
+10,144
+9% +$4.07M 15.53% 1
2022
Q4 		$43.4M Sell
112,840
-1,140
-1% -$440K 13.14% 1
2022
Q3 		$40.9M Buy
113,980
+2,623
+2% +$1.05M 13.26% 1
2022
Q2 		$42.2M Buy
111,357
+683
+0.6% +$281K 13.94% 1
2022
Q1 		$50.2M Buy
110,674
+16,962
+18% +$7.59M 14.35% 1
2021
Q4 		$44.7M Buy
93,712
+3,800
+4% +$1.75M 12.88% 1
2021
Q3 		$38.7M Buy
89,912
+891
+1% +$395K 11.82% 1
2021
Q2 		$38.3M Buy
89,021
+4,120
+5% +$1.73M 12.55% 1
2021
Q1 		$33.8M Buy
84,901
+27,149
+47% +$10.5M 11.98% 1
2020
Q4 		$21.7M Buy
57,752
+1,538
+3% +$547K 8.5% 2
2020
Q3 		$18.9M Sell
56,214
-46
-0.1% -$15.3K 8.44% 2
2020
Q2 		$17.4M Sell
56,260
-7,061
-11% -$2.07M 8.86% 2
2020
Q1 		$16.4M Buy
63,321
+2,044
+3% +$626K 10.3% 2
2019
Q4 		$19.8M Buy
+61,277
New +$19M 11.18% 2

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Lineweaver Wealth Advisors's IVV Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.42% in Q3 2026, buying an estimated $324K and bringing the position to 100,802 shares worth $77.2M. The position accounts for 8.95% of the portfolio, ranked #1.

Lineweaver Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lineweaver Wealth Advisors held 100,802 shares of iShares Core S&P 500 ETF worth $77.2M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 425 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $324K.
  • iShares Core S&P 500 ETF made up 8.95% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.