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LVW Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

LVW Advisors’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 		$618K Sell
825
-15
-2% -$10.9K 0.05% 201
2026
Q1 		$549K Buy
840
+25
+3% +$17.1K 0.05% 196
2025
Q4 		$559K Buy
815
+50
+7% +$34K 0.06% 179
2025
Q3 		$512K Sell
765
-8
-1% -$5.15K 0.05% 189
2025
Q2 		$480K Sell
773
-4
-0.5% -$2.3K 0.05% 195
2025
Q1 		$437K Sell
777
-30
-4% -$17.7K 0.05% 193
2024
Q4 		$475K Sell
807
-2
-0.2% -$1.18K 0.06% 198
2024
Q3 		$467K Hold
809
– – 0.06% 198
2024
Q2 		$443K Sell
809
-1
-0.1% -$526 0.06% 189
2024
Q1 		$426K Sell
810
-16
-2% -$8.01K 0.07% 191
2023
Q4 		$395K Buy
826
+1
+0.1% +$448 0.07% 174
2023
Q3 		$354K Sell
825
-8
-1% -$3.58K 0.07% 160
2023
Q2 		$371K Sell
833
-413
-33% -$174K 0.07% 150
2023
Q1 		$512K Buy
1,246
+12
+1% +$4.81K 0.1% 141
2022
Q4 		$474K Sell
1,234
-233
-16% -$89.9K 0.1% 151
2022
Q3 		$526K Sell
1,467
-124
-8% -$49.5K 0.12% 124
2022
Q2 		$603K Sell
1,591
-21,745
-93% -$8.94M 0.12% 121
2022
Q1 		$10.6M Sell
23,336
-1
-0% -$447 1.79% 9
2021
Q4 		$11.1M Sell
23,337
-1,612
-6% -$743K 1.9% 8
2021
Q3 		$10.7M Buy
24,949
+4
+0% +$1.77K 1.85% 8
2021
Q2 		$10.7M Buy
24,945
+15
+0.1% +$6.28K 1.9% 8
2021
Q1 		$9.92M Sell
24,930
-1,663
-6% -$644K 1.9% 8
2020
Q4 		$9.98M Sell
26,593
-2,465
-8% -$877K 2% 10
2020
Q3 		$9.77M Sell
29,058
-2,987
-9% -$994K 2.15% 8
2020
Q2 		$9.92M Sell
32,045
-2,779
-8% -$816K 2.4% 9
2020
Q1 		$9M Buy
34,824
+4,926
+16% +$1.51M 2.4% 10
2019
Q4 		$9.66M Buy
29,898
+82
+0.3% +$25.4K 2.19% 10
2019
Q3 		$8.9M Sell
29,816
-44
-0.1% -$13.1K 2.21% 10
2019
Q2 		$8.8M Sell
29,860
-6,809
-19% -$1.97M 2.43% 9
2019
Q1 		$10.4M Sell
36,669
-1,395
-4% -$381K 2.78% 6
2018
Q4 		$9.58M Sell
38,064
-10,170
-21% -$2.76M 3.23% 5
2018
Q3 		$14.1M Buy
48,234
+7,633
+19% +$2.19M 3.96% 4
2018
Q2 		$11.1M Sell
40,601
-689
-2% -$187K 3.51% 4
2018
Q1 		$11M Buy
41,290
+398
+1% +$109K 3.4% 4
2017
Q4 		$11M Buy
40,892
+11,079
+37% +$2.9M 3.21% 5
2017
Q3 		$7.54M Sell
29,813
-48,379
-62% -$12M 2.99% 5
2017
Q2 		$19M Buy
78,192
+40,080
+105% +$9.67M 6.7% 5
2017
Q1 		$9.04M Buy
38,112
+18,728
+97% +$4.38M 3.24% 6
2016
Q4 		$4.36M Buy
19,384
+209
+1% +$45.9K 1.52% 10
2016
Q3 		$4.17M Buy
19,175
+17,888
+1,390% +$3.89M 1.37% 9
2016
Q2 		$271K Sell
1,287
-67
-5% -$14K 0.1% 109
2016
Q1 		$280K Buy
1,354
+8
+0.6% +$1.57K 0.09% 117
2015
Q4 		$276K Sell
1,346
-6,908
-84% -$1.43M 0.11% 119
2015
Q3 		$1.59M Buy
8,254
+62
+0.8% +$12.7K 0.73% 38
2015
Q2 		$1.7M Buy
8,192
+42
+0.5% +$8.89K 0.72% 39
2015
Q1 		$1.69M Buy
8,150
+2,817
+53% +$586K 0.81% 39
2014
Q4 		$1.1M Buy
+5,333
New +$1.08M 0.61% 40

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

LVW Advisors's IVV Position: Q2 2026 in Review

LVW Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $10.9K and leaving 825 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #201.

LVW Advisors first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $19M in Q2 2017. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • LVW Advisors held 825 shares of iShares Core S&P 500 ETF worth $618K as of Q2 2026.
  • LVW Advisors sold 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #201 holding.
  • LVW Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's iShares Core S&P 500 ETF position peaked at $19M in Q2 2017.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.