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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LMG Wealth Partners's IVV Position: Q1 2026 in Review

LMG Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.76% in Q1 2026, selling an estimated $6.83K and leaving 1,309 shares worth $855K. The position accounts for 0.16% of the portfolio, ranked #98.

LMG Wealth Partners first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $903K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • LMG Wealth Partners held 1,309 shares of iShares Core S&P 500 ETF worth $855K as of Q1 2026.
  • LMG Wealth Partners sold 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
  • iShares Core S&P 500 ETF made up 0.16% of LMG Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • LMG Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • LMG Wealth Partners's iShares Core S&P 500 ETF position peaked at $903K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.