LOM Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
LOM Asset Management's IVV Position: Q2 2026 in Review
LOM Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 82% in Q2 2026, selling an estimated $4.08M and leaving 1,263 shares worth $946K. The position accounts for 0.24% of the portfolio, ranked #98.
LOM Asset Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.79M in Q4 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- LOM Asset Management held 1,263 shares of iShares Core S&P 500 ETF worth $946K as of Q2 2026.
- LOM Asset Management sold 5,602 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.08M.
- iShares Core S&P 500 ETF made up 0.24% of LOM Asset Management's portfolio in Q2 2026, its #98 holding.
- LOM Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- LOM Asset Management's iShares Core S&P 500 ETF position peaked at $4.79M in Q4 2025.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.