LPL Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

LPL Financial’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 Q4	–	Sell	-400	Closed	-$268K	–	5969
2025 Q3	$268K	Hold	400	–	–	﹤0.01%	5141
2025 Q2	$248K	Sell	400 -100	-20%	-$57.4K	﹤0.01%	4918
2025 Q1	$281K	Buy	500 +100	+25%	+$59.1K	﹤0.01%	4619
2024 Q4	$235K	Sell	400 -5,900	-94%	-$3.49M	﹤0.01%	4707
2024 Q3	$3.63M	Buy	6,300 +5,400	+600%	+$3M	﹤0.01%	2229
2024 Q2	$493K	Buy	+900	New	+$473K	﹤0.01%	3888
2024 Q1	–	Sell	-1,200	Closed	-$573K	–	4978
2023 Q4	$573K	Sell	1,200 -100	-8%	-$44.8K	﹤0.01%	3560
2023 Q3	$558K	Sell	1,300 -2,900	-69%	-$1.3M	﹤0.01%	3392
2023 Q2	$1.87M	Buy	+4,200	New	+$1.77M	﹤0.01%	2310
2020 Q2	–	Sell	-1,000	Closed	-$258K	–	3482
2020 Q1	$258K	Hold	1,000	–	–	﹤0.01%	2617
2019 Q4	$323K	Buy	+1,000	New	+$309K	﹤0.01%	2712
2019 Q1	–	Sell	-1,000	Closed	-$252K	–	3218
2018 Q4	$252K	Buy	+1,000	New	+$272K	﹤0.01%	2607

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial's IVV Position: Q1 2026 in Review

LPL Financial increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $754M and bringing the position to 11,586,990 shares worth $7.57B. The position accounts for 2.01% of the portfolio, ranked #1.

LPL Financial first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

LPL Financial held 11,586,990 shares of iShares Core S&P 500 ETF worth $7.57B as of Q1 2026.
LPL Financial bought 1,104,430 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $754M.
iShares Core S&P 500 ETF made up 2.01% of LPL Financial's portfolio in Q1 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 52 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.