LMG Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

LMG Wealth Partners’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	$1.69M	Buy	2,260 +951	+73%	+$693K	0.27%	84
2026 Q1	$855K	Sell	1,309 -10	-0.8%	-$6.83K	0.16%	98
2025 Q4	$903K	Buy	1,319 +10	+0.8%	+$6.79K	0.17%	96
2025 Q3	$876K	Hold	1,309	–	–	0.16%	100
2025 Q2	$813K	Buy	+1,309	New	+$752K	0.17%	95

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LMG Wealth Partners's IVV Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 73% in Q2 2026, buying an estimated $693K and bringing the position to 2,260 shares worth $1.69M. The position accounts for 0.27% of the portfolio, ranked #84.

LMG Wealth Partners first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LMG Wealth Partners held 2,260 shares of iShares Core S&P 500 ETF worth $1.69M as of Q2 2026.
LMG Wealth Partners bought 951 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $693K.
iShares Core S&P 500 ETF made up 0.27% of LMG Wealth Partners's portfolio in Q2 2026, its #84 holding.
LMG Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.