Lotus Asset Management
IVV icon

Lotus Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lotus Asset 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
Q3 		$219K Hold
286
– – 0.18% 44
2026
Q2 		$214K Buy
+286
New +$208K 0.19% 36

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Creative Planning
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lotus Asset Management's IVV Position: Q3 2026 in Review

Lotus Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 286 shares worth $219K. The position accounts for 0.18% of the portfolio, ranked #44.

Lotus Asset Management first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lotus Asset Management held 286 shares of iShares Core S&P 500 ETF worth $219K as of Q3 2026.
  • Lotus Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.18% of Lotus Asset Management's portfolio in Q3 2026, its #44 holding.
  • Lotus Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lotus Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.