Luminvest Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Luminvest Wealth Management's IVV Position: Q2 2026 in Review
Luminvest Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, buying an estimated $728 and bringing the position to 731 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #36.
Luminvest Wealth Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Luminvest Wealth Management held 731 shares of iShares Core S&P 500 ETF worth $548K as of Q2 2026.
- Luminvest Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 0.13% of Luminvest Wealth Management's portfolio in Q2 2026, its #36 holding.
- Luminvest Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.