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

LWM 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 Q3	$203K	Buy	+265	New	+$202K	0.15%	37

Other funds holding IVV

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

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

LWM Advisors's IVV Position: Q3 2026 in Review

LWM Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 265 shares worth $203K. The stake represents 0.15% of the portfolio and ranks #37 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

LWM Advisors held 265 shares of iShares Core S&P 500 ETF worth $203K as of Q3 2026.
iShares Core S&P 500 ETF was a new LWM Advisors position in Q3 2026.
iShares Core S&P 500 ETF made up 0.15% of LWM Advisors's portfolio in Q3 2026, its #37 holding.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.