Lodestar Private Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lodestar Private Asset Management's IVV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $1.88M and bringing the position to 137,118 shares worth $103M. The position accounts for 8.88% of the portfolio, ranked #1.

Lodestar Private Asset Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,839 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

• Lodestar Private Asset Management held 137,118 shares of iShares Core S&P 500 ETF worth $103M as of Q2 2026.
• Lodestar Private Asset Management bought 2,588 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.88M.
• iShares Core S&P 500 ETF made up 8.88% of Lodestar Private Asset Management's portfolio in Q2 2026, its #1 holding.
• Lodestar Private Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
• 1,839 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.