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 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 -132,369	-99%	-$59.2M	0.21%	58
2023 Q2	$927K	Buy	134,074 +131,738	+5,639%	+$55.5M	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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LJI Wealth Management's IVV Position: Q1 2026 in Review

LJI Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q1 2026, selling an estimated $140K and leaving 945 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #80.

LJI Wealth Management first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

LJI Wealth Management held 945 shares of iShares Core S&P 500 ETF worth $618K as of Q1 2026.
LJI Wealth Management sold 205 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $140K.
iShares Core S&P 500 ETF made up 0.1% of LJI Wealth Management's portfolio in Q1 2026, its #80 holding.
LJI Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's iShares Core S&P 500 ETF position peaked at $1.07M in Q2 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.