LCM
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Logan Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Logan Capital 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 		$8.99K Buy
+12
New +$8.74K ﹤0.01% 354
2025
Q4 		– Sell
-12
Closed -$8.03K – 382
2025
Q3 		$8.03K Hold
12
– – ﹤0.01% 356
2025
Q2 		$7.45K Sell
12
-5
-29% -$2.87K ﹤0.01% 351
2025
Q1 		$9.55K Buy
17
+5
+42% +$2.95K ﹤0.01% 406
2024
Q4 		$7.06K Buy
+12
New +$7.1K ﹤0.01% 408

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

Logan Capital Management's IVV Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 12 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IVV as recently as Q3 2025.

Logan Capital Management first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.55K in Q1 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Logan Capital Management held 12 shares of iShares Core S&P 500 ETF worth $8.99K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Logan Capital Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #354 holding.
  • Logan Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • Logan Capital Management's iShares Core S&P 500 ETF position peaked at $9.55K in Q1 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.