Lyell Wealth Management
IVV icon

Lyell Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lyell Wealth 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 		$4.5M Buy
5,873
+372
+7% +$284K 0.27% 72
2026
Q2 		$4.12M Hold
5,501
– – 0.25% 73
2026
Q1 		$3.59M Sell
5,501
-93
-2% -$63.5K 0.26% 74
2025
Q4 		$3.83M Sell
5,594
-512
-8% -$348K 0.28% 73
2025
Q3 		$4.09M Buy
6,106
+13
+0.2% +$8.37K 0.3% 73
2025
Q2 		$3.78M Sell
6,093
-58
-0.9% -$33.3K 0.3% 76
2025
Q1 		$3.46M Sell
6,151
-201
-3% -$119K 0.32% 76
2024
Q4 		$3.74M Hold
6,352
– – 0.34% 75
2024
Q3 		$3.66M Sell
6,352
-15
-0.2% -$8.34K 0.33% 80
2024
Q2 		$3.48M Sell
6,367
-171
-3% -$89.9K 0.33% 79
2024
Q1 		$3.44M Buy
6,538
+1,095
+20% +$548K 0.35% 81
2023
Q4 		$2.6M Sell
5,443
-498
-8% -$223K 0.3% 85
2023
Q3 		$2.55M Hold
5,941
– – 0.34% 84
2023
Q2 		$2.65M Buy
5,941
+150
+3% +$63.2K 0.34% 85
2023
Q1 		$2.38M Buy
5,791
+464
+9% +$186K 0.33% 86
2022
Q4 		$2.05M Sell
5,327
-20
-0.4% -$7.72K 0.32% 82
2022
Q3 		$1.92M Buy
5,347
+595
+13% +$238K 0.33% 86
2022
Q2 		$1.8M Buy
4,752
+20
+0.4% +$8.23K 0.29% 88
2022
Q1 		$2.15M Buy
4,732
+490
+12% +$219K 0.28% 87
2021
Q4 		$2.02M Buy
4,242
+40
+1% +$18.4K 0.23% 83
2021
Q3 		$1.81M Sell
4,202
-672
-14% -$298K 0.22% 85
2021
Q2 		$2.1M Buy
4,874
+590
+14% +$247K 0.26% 80
2021
Q1 		$1.7M Buy
4,284
+1,483
+53% +$574K 0.25% 79
2020
Q4 		$1.05M Buy
2,801
+1,087
+63% +$387K 0.17% 81
2020
Q3 		$576K Sell
1,714
-153
-8% -$50.9K 0.11% 90
2020
Q2 		$578K Buy
1,867
+539
+41% +$158K 0.13% 83
2020
Q1 		$343K Buy
1,328
+533
+67% +$163K 0.1% 90
2019
Q4 		$257K Buy
+795
New +$246K 0.07% 112

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Lyell Wealth Management's IVV Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q3 2026, buying an estimated $284K and bringing the position to 5,873 shares worth $4.5M. The position accounts for 0.27% of the portfolio, ranked #72.

Lyell Wealth Management first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 2,584 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Lyell Wealth Management held 5,873 shares of iShares Core S&P 500 ETF worth $4.5M as of Q3 2026.
  • Lyell Wealth Management bought 372 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $284K.
  • iShares Core S&P 500 ETF made up 0.27% of Lyell Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Lyell Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.