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Lockerman Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Lockerman Financial Group’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 		$3.03M Buy
4,043
+1,748
+76% +$1.27M 4.63% 3
2026
Q1 		$1.5M Buy
2,295
+663
+41% +$453K 2.7% 9
2025
Q4 		$1.12M Sell
1,632
-1,051
-39% -$714K 2.14% 10
2025
Q3 		$1.8M Buy
2,683
+105
+4% +$67.6K 2.26% 9
2025
Q2 		$1.6M Sell
2,578
-521
-17% -$299K 2.16% 10
2025
Q1 		$1.74M Buy
3,099
+269
+10% +$159K 2.63% 8
2024
Q4 		$1.67M Buy
2,830
+252
+10% +$149K 2.84% 6
2024
Q3 		$1.49M Sell
2,578
-71
-3% -$39.5K 2.52% 6
2024
Q2 		$1.45M Buy
2,649
+1,550
+141% +$815K 2.63% 6
2024
Q1 		$578K Sell
1,099
-700
-39% -$350K 1.11% 26
2023
Q4 		$859K Buy
1,799
+198
+12% +$88.6K 1.99% 11
2023
Q3 		$688K Sell
1,601
-198
-11% -$88.6K 1.85% 12
2023
Q2 		$802K Sell
1,799
-109
-6% -$45.9K 2.23% 10
2023
Q1 		$784K Buy
1,908
+2
+0.1% +$802 2.16% 12
2022
Q4 		$732K Buy
1,906
+750
+65% +$289K 2.14% 13
2022
Q3 		$415K Buy
+1,156
New +$462K 1.19% 21
2022
Q2 		– Sell
-460
Closed -$209K – 71
2022
Q1 		$209K Sell
460
-737
-62% -$330K 0.56% 69
2021
Q4 		$571K Buy
+1,197
New +$552K 1.49% 14

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Lockerman Financial Group's IVV Position: Q2 2026 in Review

Lockerman Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 76% in Q2 2026, buying an estimated $1.27M and bringing the position to 4,043 shares worth $3.03M. The position accounts for 4.63% of the portfolio, ranked #3.

Lockerman Financial Group first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lockerman Financial Group held 4,043 shares of iShares Core S&P 500 ETF worth $3.03M as of Q2 2026.
  • Lockerman Financial Group bought 1,748 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Core S&P 500 ETF made up 4.63% of Lockerman Financial Group's portfolio in Q2 2026, its #3 holding.
  • Lockerman Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.