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

Lord & Richards 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
2025
Q2 		– Sell
-56
Closed -$31.5K – 102
2025
Q1 		$31.5K Buy
+56
New +$33.1K 0.04% 97

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lord & Richards Wealth Management's IVV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 56 shares — an estimated $31.5K sold.

Lord & Richards Wealth Management first reported a position in IVV in Q1 2025 and held it in 1 quarter. The position peaked at $31.5K in Q1 2025. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 56 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $31.5K.
  • Lord & Richards Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Core S&P 500 ETF position peaked at $31.5K in Q1 2025.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.