LPWM LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

LPWM LLC’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 Q1	$220K	Buy	+337	New	+$230K	0.06%	90

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

LPWM LLC's IVV Position: Q1 2026 in Review

LPWM LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 337 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings.

3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

LPWM LLC held 337 shares of iShares Core S&P 500 ETF worth $220K as of Q1 2026.
iShares Core S&P 500 ETF was a new LPWM LLC position in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of LPWM LLC's portfolio in Q1 2026, its #90 holding.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.