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LJI Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

LJI Wealth Management’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 		$837K Buy
1,118
+173
+18% +$126K 0.12% 75
2026
Q1 		$618K Sell
945
-205
-18% -$140K 0.1% 80
2025
Q4 		$788K Buy
1,150
+212
+23% +$144K 0.12% 74
2025
Q3 		$628K Sell
938
-230
-20% -$148K 0.11% 70
2025
Q2 		$725K Buy
1,168
+4
+0.3% +$2.3K 0.13% 66
2025
Q1 		$654K Sell
1,164
-193
-14% -$114K 0.13% 69
2024
Q4 		$799K Buy
1,357
+15
+1% +$8.88K 0.16% 59
2024
Q3 		$774K Sell
1,342
-622
-32% -$346K 0.16% 67
2024
Q2 		$1.07M Buy
1,964
+2
+0.1% +$1.05K 0.24% 53
2024
Q1 		$1.03M Buy
1,962
+273
+16% +$137K 0.27% 40
2023
Q4 		$807K Sell
1,689
-16
-0.9% -$7.16K 0.21% 57
2023
Q3 		$732K Sell
1,705
-375
-18% -$168K 0.21% 58
2023
Q2 		$927K Sell
2,080
-256
-11% -$108K 0.27% 44
2023
Q1 		$960K Buy
2,336
+40
+2% +$16K 0.3% 38
2022
Q4 		$882K Buy
+2,296
New +$886K 0.31% 38

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

LJI Wealth Management's IVV Position: Q2 2026 in Review

LJI Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2026, buying an estimated $126K and bringing the position to 1,118 shares worth $837K. The position accounts for 0.12% of the portfolio, ranked #75.

LJI Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2024. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LJI Wealth Management held 1,118 shares of iShares Core S&P 500 ETF worth $837K as of Q2 2026.
  • LJI Wealth Management bought 173 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $126K.
  • iShares Core S&P 500 ETF made up 0.12% of LJI Wealth Management's portfolio in Q2 2026, its #75 holding.
  • LJI Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares Core S&P 500 ETF position peaked at $1.07M in Q2 2024.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.