LWM
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lyell Wealth Management's IVV Position: Q1 2026 in Review

Lyell Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q1 2026, selling an estimated $63.5K and leaving 5,501 shares worth $3.59M. The position accounts for 0.26% of the portfolio, ranked #74.

Lyell Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.09M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Lyell Wealth Management held 5,501 shares of iShares Core S&P 500 ETF worth $3.59M as of Q1 2026.
  • Lyell Wealth Management sold 93 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $63.5K.
  • iShares Core S&P 500 ETF made up 0.26% of Lyell Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Lyell Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Lyell Wealth Management's iShares Core S&P 500 ETF position peaked at $4.09M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.