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 Q3	$658K	Buy	859 +6	+0.7%	+$4.58K	0.05%	101
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LVM Capital Management's IVV Position: Q3 2026 in Review

LVM Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q3 2026, buying an estimated $4.58K and bringing the position to 859 shares worth $658K. 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 27 quarters since. 2,381 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

LVM Capital Management held 859 shares of iShares Core S&P 500 ETF worth $658K as of Q3 2026.
LVM Capital Management bought 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
iShares Core S&P 500 ETF made up 0.05% of LVM Capital Management's portfolio in Q3 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 27 quarters since.
2,381 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.