LPL Financial’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
2026
Q1
Sell
-500
Closed -$342K 6076
2025
Q4
$342K Buy
+500
New +$340K ﹤0.01% 5044
2025
Q2
Sell
-1,000
Closed -$562K 5628
2025
Q1
$562K Buy
+1,000
New +$591K ﹤0.01% 4064

Other funds holding IVV

LPL Financial's IVV Position: Q2 2026 in Review

LPL Financial increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $2.33B and bringing the position to 14,782,609 shares worth $11.1B. The position accounts for 2.49% of the portfolio, ranked #1.

LPL Financial first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LPL Financial held 14,782,609 shares of iShares Core S&P 500 ETF worth $11.1B as of Q2 2026.
  • LPL Financial bought 3,195,619 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.33B.
  • iShares Core S&P 500 ETF made up 2.49% of LPL Financial's portfolio in Q2 2026, its #1 holding.
  • LPL Financial first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.