LVM Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

LVM Capital Management’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	$639K	Hold	853	–	–	0.05%	101
2026 Q1	$557K	Hold	853	–	–	0.05%	105
2025 Q4	$584K	Sell	853 -63	-7%	-$42.8K	0.05%	101
2025 Q3	$613K	Buy	916 +13	+1%	+$8.37K	0.06%	99
2025 Q2	$561K	Hold	903	–	–	0.06%	106
2025 Q1	$507K	Hold	903	–	–	0.06%	109
2024 Q4	$532K	Buy	903 +332	+58%	+$197K	0.06%	107
2024 Q3	$312K	Hold	571	–	–	0.04%	126
2024 Q2	$312K	Hold	571	–	–	0.04%	126
2024 Q1	$300K	Hold	571	–	–	0.04%	122
2023 Q4	$273K	Sell	571 -50	-8%	-$22.4K	0.04%	129
2023 Q3	$267K	Buy	621 +50	+9%	+$22.4K	0.04%	122
2023 Q2	$255K	Hold	571	–	–	0.03%	125
2023 Q1	$235K	Hold	571	–	–	0.03%	128
2022 Q4	$219K	Sell	571 -20	-3%	-$7.72K	0.03%	123
2022 Q3	$212K	Sell	591 -10	-2%	-$3.99K	0.03%	124
2022 Q2	$228K	Hold	601	–	–	0.03%	120
2022 Q1	$273K	Hold	601	–	–	0.04%	118
2021 Q4	$287K	Buy	601 +26	+5%	+$12K	0.04%	108
2021 Q3	$248K	Sell	575 -29	-5%	-$12.9K	0.04%	112
2021 Q2	$260K	Hold	604	–	–	0.04%	111
2021 Q1	$240K	Buy	604 +10	+2%	+$3.87K	0.04%	112
2020 Q4	$223K	Buy	+594	New	+$211K	0.04%	113
2020 Q1	–	Sell	-689	Closed	-$223K	–	109
2019 Q4	$223K	Hold	689	–	–	0.04%	104
2019 Q3	$206K	Hold	689	–	–	0.04%	109
2019 Q2	$203K	Buy	+689	New	+$200K	0.05%	103

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

LVM Capital Management's IVV Position: Q2 2026 in Review

LVM Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 853 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #101.

LVM Capital Management first reported a position in IVV in Q2 2019 and has held it in 26 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LVM Capital Management held 853 shares of iShares Core S&P 500 ETF worth $639K as of Q2 2026.
LVM Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of LVM Capital Management's portfolio in Q2 2026, its #101 holding.
LVM Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 26 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.