LMCG Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

LMCG Investments’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	$1.3M	Hold	1,730	–	–	0.07%	157
2026 Q1	$1.13M	Buy	1,730 +79	+5%	+$53.9K	0.07%	153
2025 Q4	$1.13M	Sell	1,651 -1	-0.1%	-$679	0.06%	155
2025 Q3	$1.11M	Hold	1,652	–	–	0.07%	157
2025 Q2	$1.03M	Buy	+1,652	New	+$949K	0.06%	162

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

LMCG Investments's IVV Position: Q2 2026 in Review

LMCG Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,730 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #157.

LMCG Investments first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LMCG Investments held 1,730 shares of iShares Core S&P 500 ETF worth $1.3M as of Q2 2026.
LMCG Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of LMCG Investments's portfolio in Q2 2026, its #157 holding.
LMCG Investments first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.