Lodestone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lodestone Wealth Management’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 Q3	$696K	Hold	909	–	–	0.23%	94
2026 Q2	$681K	Hold	909	–	–	0.24%	94
2026 Q1	$594K	Buy	909 +22	+2%	+$15K	0.24%	96
2025 Q4	$607K	Hold	887	–	–	0.25%	90
2025 Q3	$594K	Sell	887 -2	-0.2%	-$1.29K	0.27%	90
2025 Q2	$552K	Buy	889 +2	+0.2%	+$1.15K	0.27%	93
2025 Q1	$498K	Hold	887	–	–	0.27%	93
2024 Q4	$522K	Hold	887	–	–	0.26%	88
2024 Q3	$512K	Sell	887 -15	-2%	-$8.34K	0.26%	86
2024 Q2	$493K	Buy	902 +47	+5%	+$24.7K	0.26%	91
2024 Q1	$449K	Sell	855 -28	-3%	-$14K	0.24%	100
2023 Q4	$422K	Sell	883 -30	-3%	-$13.4K	0.24%	96
2023 Q3	$392K	Sell	913 -15	-2%	-$6.71K	0.27%	87
2023 Q2	$414K	Sell	928 -34	-4%	-$14.3K	0.28%	85
2023 Q1	$395K	Sell	962 -17	-2%	-$6.82K	0.3%	85
2022 Q4	$376K	Buy	+979	New	+$378K	0.3%	80

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Lodestone Wealth Management's IVV Position: Q3 2026 in Review

Lodestone Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 909 shares worth $696K. The position accounts for 0.23% of the portfolio, ranked #94.

Lodestone Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 3,613 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Lodestone Wealth Management held 909 shares of iShares Core S&P 500 ETF worth $696K as of Q3 2026.
Lodestone Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.23% of Lodestone Wealth Management's portfolio in Q3 2026, its #94 holding.
Lodestone Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
3,613 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.