Lugano Financial Advisors SA (LFA)’s iShares Core S&P 500 ETF IVV Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	$192K	Hold	257	–	–	0.12%	87
2026 Q1	$168K	Hold	257	–	–	0.09%	89
2025 Q4	$176K	Hold	257	–	–	0.09%	87
2025 Q3	$172K	Hold	257	–	–	0.09%	86
2025 Q2	$160K	Hold	257	–	–	0.09%	84
2025 Q1	$144K	Hold	257	–	–	0.1%	88
2024 Q4	$151K	Hold	257	–	–	0.1%	86
2024 Q3	$148K	Hold	257	–	–	0.1%	89
2024 Q2	$141K	Hold	257	–	–	0.11%	82
2024 Q1	$135K	Hold	257	–	–	0.1%	89
2023 Q4	$123K	Hold	257	–	–	0.1%	77
2023 Q3	$110K	Buy	+257	New	+$115K	0.09%	84
2020 Q1	–	Sell	-620	Closed	-$200K	–	130
2019 Q4	$200K	Buy	+620	New	+$192K	0.15%	70
2019 Q2	$183K	Hold	620	–	–	0.11%	75
2019 Q1	$176K	Buy	620 +200	+48%	+$54.7K	0.11%	75
2018 Q4	$123K	Hold	420	–	–	0.09%	98
2018 Q3	$123K	Hold	420	–	–	0.09%	98
2018 Q2	$114K	Buy	+420	New	+$114K	0.11%	78

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IVV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 257 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #87.

Lugano Financial Advisors SA (LFA) first reported a position in IVV in Q2 2018 and has held it in 18 quarters since. The position peaked at $200K in Q4 2019. 1,840 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 257 shares of iShares Core S&P 500 ETF worth $192K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #87 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Core S&P 500 ETF position peaked at $200K in Q4 2019.
1,840 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.