Lowe Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Buy |
428
+119
| +39% | +$76.6K | 0.1% | 52 |
|
|
2025
Q2 | $192K | Hold |
309
| – | – | 0.07% | 58 |
|
|
2025
Q1 | $174K | Sell |
309
-5
| -2% | -$2.95K | 0.07% | 55 |
|
|
2024
Q4 | $185K | Buy |
314
+224
| +249% | +$133K | 0.08% | 56 |
|
|
2024
Q3 | $51.9K | Hold |
90
| – | – | 0.02% | 125 |
|
|
2024
Q2 | $49.3K | Hold |
90
| – | – | 0.02% | 121 |
|
|
2024
Q1 | $47.3K | Sell |
90
-6
| -6% | -$3K | 0.02% | 117 |
|
|
2023
Q4 | $45.9K | Hold |
96
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $41.2K | Hold |
96
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $42.8K | Hold |
96
| – | – | 0.02% | 119 |
|
|
2023
Q1 | $39.5K | Hold |
96
| – | – | 0.02% | 116 |
|
|
2022
Q4 | $36.9K | Hold |
96
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $34K | Hold |
96
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $36K | Hold |
96
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $44K | Hold |
96
| – | – | 0.02% | 110 |
|
|
2021
Q4 | $46K | Hold |
96
| – | – | 0.02% | 103 |
|
|
2021
Q3 | $41K | Hold |
96
| – | – | 0.02% | 103 |
|
|
2021
Q2 | $41K | Hold |
96
| – | – | 0.02% | 104 |
|
|
2021
Q1 | $38K | Buy |
96
+12
| +14% | +$4.65K | 0.02% | 102 |
|
|
2020
Q4 | $32K | Hold |
84
| – | – | 0.02% | 105 |
|
|
2020
Q3 | $28K | Sell |
84
-24
| -22% | -$7.99K | 0.02% | 97 |
|
|
2020
Q2 | $33K | Hold |
108
| – | – | 0.02% | 89 |
|
|
2020
Q1 | $28K | Hold |
108
| – | – | 0.02% | 83 |
|
|
2019
Q4 | $35K | Hold |
108
| – | – | 0.02% | 83 |
|
|
2019
Q3 | $32K | Hold |
108
| – | – | 0.02% | 83 |
|
|
2019
Q2 | $32K | Hold |
108
| – | – | 0.02% | 89 |
|
|
2019
Q1 | $30K | Hold |
108
| – | – | 0.02% | 87 |
|
|
2018
Q4 | $27K | Buy |
108
+3
| +3% | +$815 | 0.02% | 86 |
|
|
2018
Q3 | $31K | Buy |
105
+38
| +57% | +$10.9K | 0.02% | 88 |
|
|
2018
Q2 | $18K | Hold |
67
| – | – | 0.01% | 112 |
|
|
2018
Q1 | $18K | Buy |
67
+10
| +18% | +$2.75K | 0.01% | 117 |
|
|
2017
Q4 | $15K | Hold |
57
| – | – | 0.01% | 134 |
|
|
2017
Q3 | $14K | Hold |
57
| – | – | 0.01% | 132 |
|
|
2017
Q2 | $14K | Hold |
57
| – | – | 0.01% | 115 |
|
|
2017
Q1 | $14K | Hold |
57
| – | – | 0.01% | 117 |
|
|
2016
Q4 | $13K | Buy |
57
+45
| +375% | +$9.89K | 0.01% | 125 |
|
|
2016
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 187 |
|
|
2016
Q2 | $3K | Sell |
12
-215
| -95% | -$44.9K | ﹤0.01% | 182 |
|
|
2016
Q1 | $47K | Buy |
227
+215
| +1,792% | +$42.2K | 0.03% | 57 |
|
|
2015
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 196 |
|
|
2015
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 194 |
|
|
2015
Q2 | $2K | Buy |
+12
| New | +$2.54K | ﹤0.01% | 197 |
|
Other funds holding IVV
Lowe Wealth Advisors's IVV Position: Q3 2025 in Review
Lowe Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q3 2025, buying an estimated $76.6K and bringing the position to 428 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #52.
Lowe Wealth Advisors first reported a position in IVV in Q2 2015 and has held it in 42 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.
- Lowe Wealth Advisors held 428 shares of iShares Core S&P 500 ETF worth $286K as of Q3 2025.
- Lowe Wealth Advisors bought 119 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $76.6K.
- iShares Core S&P 500 ETF made up 0.1% of Lowe Wealth Advisors's portfolio in Q3 2025, its #52 holding.
- Lowe Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 42 quarters since.
- 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.