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

LM 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 Q2	$2.02M	Buy	2,707 +920	+51%	+$670K	0.23%	70
2026 Q1	$2.74K	Sell	1,787 -87	-5%	-$59.4K	0.04%	166
2025 Q4	$2.74K	Sell	1,874 -862	-32%	-$585K	0.05%	161
2025 Q3	$1.83M	Hold	2,736	–	–	0.26%	64
2025 Q2	$1.7M	Sell	2,736 -30	-1%	-$17.2K	0.22%	61
2025 Q1	$1.55M	Sell	2,766 -340	-11%	-$201K	0.28%	64
2024 Q4	$1.83M	Buy	3,106 +78	+3%	+$46.2K	0.33%	58
2024 Q3	$1.75M	Sell	3,028 -887	-23%	-$493K	0.36%	54
2024 Q2	$2.14M	Sell	3,915 -1,004	-20%	-$528K	0.38%	54
2024 Q1	$2.59M	Sell	4,919 -1,064	-18%	-$532K	0.41%	48
2023 Q4	$2.86M	Buy	+5,983	New	+$2.68M	0.57%	37

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

LM Advisors's IVV Position: Q2 2026 in Review

LM Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q2 2026, buying an estimated $670K and bringing the position to 2,707 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #70.

LM Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q4 2023. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LM Advisors held 2,707 shares of iShares Core S&P 500 ETF worth $2.02M as of Q2 2026.
LM Advisors bought 920 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $670K.
iShares Core S&P 500 ETF made up 0.23% of LM Advisors's portfolio in Q2 2026, its #70 holding.
LM Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's iShares Core S&P 500 ETF position peaked at $2.86M in Q4 2023.
4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.