Lokken Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Lokken Investment 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
2025 Q3	$903K	Hold	1,349	–	–	0.31%	75
2025 Q2	$837K	Buy	1,349 +1	+0.1%	+$574	0.32%	71
2025 Q1	$758K	Buy	1,348 +70	+5%	+$41.3K	0.32%	69
2024 Q4	$752K	Buy	1,278 +53	+4%	+$31.4K	0.33%	72
2024 Q3	$707K	Sell	1,225 -301	-20%	-$167K	0.29%	76
2024 Q2	$835K	Buy	1,526 +301	+25%	+$158K	0.39%	65
2024 Q1	$644K	Hold	1,225	–	–	0.32%	72
2023 Q4	$585K	Hold	1,225	–	–	0.33%	71
2023 Q3	$526K	Buy	1,225 +20	+2%	+$8.95K	0.34%	68
2023 Q2	$537K	Hold	1,205	–	–	0.35%	69
2023 Q1	$495K	Buy	1,205 +124	+11%	+$49.7K	0.38%	61
2022 Q4	$415K	Buy	1,081 +100	+10%	+$38.6K	0.33%	74
2022 Q3	$352K	Hold	981	–	–	0.3%	70
2022 Q2	$372K	Hold	981	–	–	0.3%	74
2022 Q1	$406K	Hold	981	–	–	0.32%	74
2021 Q4	$468K	Buy	981 +310	+46%	+$143K	0.33%	63
2021 Q3	$289K	Hold	671	–	–	0.23%	93
2021 Q2	$288K	Hold	671	–	–	0.23%	89
2021 Q1	$267K	Sell	671 -23	-3%	-$8.9K	0.24%	93
2020 Q4	$261K	Buy	+694	New	+$247K	0.24%	79

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lokken Investment Group's IVV Position: Q3 2025 in Review

Lokken Investment Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 1,349 shares worth $903K. The position accounts for 0.31% of the portfolio, ranked #75.

Lokken Investment Group first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Lokken Investment Group held 1,349 shares of iShares Core S&P 500 ETF worth $903K as of Q3 2025.
Lokken Investment Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.31% of Lokken Investment Group's portfolio in Q3 2025, its #75 holding.
Lokken Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.