LJI Wealth Management
IVV icon

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
Q3 		$734K Sell
959
-159
-14% -$121K 0.1% 77
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

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

LJI Wealth Management's IVV Position: Q3 2026 in Review

LJI Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q3 2026, selling an estimated $121K and leaving 959 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #77.

LJI Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q2 2024. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • LJI Wealth Management held 959 shares of iShares Core S&P 500 ETF worth $734K as of Q3 2026.
  • LJI Wealth Management sold 159 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $121K.
  • iShares Core S&P 500 ETF made up 0.1% of LJI Wealth Management's portfolio in Q3 2026, its #77 holding.
  • LJI Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's iShares Core S&P 500 ETF position peaked at $1.07M in Q2 2024.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.