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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Lodestone Wealth Management's IVV Position: Q2 2026 in Review

Lodestone Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 909 shares worth $681K. The position accounts for 0.24% of the portfolio, ranked #94.

Lodestone Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,850 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lodestone Wealth Management held 909 shares of iShares Core S&P 500 ETF worth $681K as of Q2 2026.
Lodestone Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q2 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 15 quarters since.
1,850 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.