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Lynch & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Lynch & Associates’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 		$24.6M Sell
32,887
-521
-2% -$379K 4.3% 2
2026
Q1 		$21.8M Buy
33,408
+88
+0.3% +$60.1K 4.1% 3
2025
Q4 		$22.8M Sell
33,320
-234
-0.7% -$159K 4.32% 2
2025
Q3 		$22.5M Sell
33,554
-852
-2% -$549K 4.34% 2
2025
Q2 		$21.4M Buy
34,406
+493
+1% +$283K 4.3% 2
2025
Q1 		$19.1M Buy
33,913
+433
+1% +$256K 4.12% 2
2024
Q4 		$19.7M Sell
33,480
-1,530
-4% -$906K 4.28% 2
2024
Q3 		$20.2M Sell
35,010
-287
-0.8% -$160K 4.27% 2
2024
Q2 		$19.3M Sell
35,297
-197
-0.6% -$104K 4.35% 2
2024
Q1 		$18.7M Buy
35,494
+165
+0.5% +$82.6K 4.31% 2
2023
Q4 		$16.9M Sell
35,329
-74
-0.2% -$33.1K 4.1% 2
2023
Q3 		$15.2M Buy
35,403
+373
+1% +$167K 4.01% 2
2023
Q2 		$15.6M Sell
35,030
-263
-0.7% -$111K 4% 3
2023
Q1 		$14.5M Sell
35,293
-518
-1% -$208K 3.81% 4
2022
Q4 		$13.8M Buy
35,811
+168
+0.5% +$64.8K 3.6% 6
2022
Q3 		$12.8M Buy
35,643
+894
+3% +$357K 3.74% 4
2022
Q2 		$13.2M Buy
34,749
+16
+0% +$6.58K 3.58% 5
2022
Q1 		$15.8M Sell
34,733
-328
-0.9% -$147K 3.82% 3
2021
Q4 		$16.7M Buy
35,061
+145
+0.4% +$66.8K 3.95% 2
2021
Q3 		$15M Sell
34,916
-743
-2% -$329K 3.9% 3
2021
Q2 		$15.3M Sell
35,659
-430
-1% -$180K 3.93% 3
2021
Q1 		$14.4M Sell
36,089
-2,565
-7% -$993K 3.88% 3
2020
Q4 		$14.5M Sell
38,654
-1,952
-5% -$695K 3.95% 4
2020
Q3 		$13.6M Buy
40,606
+46
+0.1% +$15.3K 4.09% 5
2020
Q2 		$12.6M Buy
40,560
+371
+0.9% +$109K 4.06% 4
2020
Q1 		$10.4M Buy
40,189
+1,347
+3% +$413K 3.82% 6
2019
Q4 		$12.6M Buy
38,842
+84
+0.2% +$26K 3.61% 6
2019
Q3 		$11.6M Buy
38,758
+37
+0.1% +$11K 3.54% 5
2019
Q2 		$11.4M Sell
38,721
-328
-0.8% -$95K 3.71% 3
2019
Q1 		$11.1M Buy
39,049
+483
+1% +$132K 3.69% 4
2018
Q4 		$9.7M Buy
38,566
+293
+0.8% +$79.6K 3.62% 4
2018
Q3 		$11.2M Sell
38,273
-484
-1% -$139K 3.78% 4
2018
Q2 		$10.6M Buy
38,757
+1,160
+3% +$316K 3.83% 4
2018
Q1 		$9.98M Buy
37,597
+2,168
+6% +$596K 3.82% 4
2017
Q4 		$9.53M Buy
35,429
+1,281
+4% +$335K 3.57% 3
2017
Q3 		$8.64M Buy
34,148
+611
+2% +$152K 3.43% 5
2017
Q2 		$8.16M Buy
33,537
+1,592
+5% +$384K 3.22% 6
2017
Q1 		$7.58M Buy
31,945
+558
+2% +$131K 3.09% 6
2016
Q4 		$7.06M Buy
31,387
+724
+2% +$159K 2.97% 7
2016
Q3 		$6.67M Buy
30,663
+1,697
+6% +$369K 2.93% 8
2016
Q2 		$6.1M Buy
28,966
+2,170
+8% +$453K 2.72% 8
2016
Q1 		$5.54M Buy
26,796
+787
+3% +$154K 2.63% 8
2015
Q4 		$5.33M Buy
26,009
+1,003
+4% +$207K 2.73% 8
2015
Q3 		$4.82M Buy
25,006
+305
+1% +$62.3K 2.67% 8
2015
Q2 		$5.12M Sell
24,701
-1,237
-5% -$262K 2.67% 8
2015
Q1 		$5.39M Buy
25,938
+1,350
+5% +$281K 2.84% 6
2014
Q4 		$5.09M Buy
24,588
+455
+2% +$92.1K 2.74% 8
2014
Q3 		$4.79M Buy
24,133
+1,616
+7% +$322K 2.69% 9
2014
Q2 		$4.44M Buy
22,517
+170
+0.8% +$32.5K 2.53% 9
2014
Q1 		$4.2M Buy
22,347
+655
+3% +$121K 2.48% 10
2013
Q4 		$4.03M Buy
21,692
+1,222
+6% +$218K 2.41% 10
2013
Q3 		$3.46M Buy
20,470
+1,336
+7% +$225K 2.31% 10
2013
Q2 		$3.08M Buy
+19,134
New +$3.1M 2.13% 11

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Lynch & Associates's IVV Position: Q2 2026 in Review

Lynch & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $379K and leaving 32,887 shares worth $24.6M. The position accounts for 4.3% of the portfolio, ranked #2.

Lynch & Associates first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Lynch & Associates held 32,887 shares of iShares Core S&P 500 ETF worth $24.6M as of Q2 2026.
  • Lynch & Associates sold 521 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $379K.
  • iShares Core S&P 500 ETF made up 4.3% of Lynch & Associates's portfolio in Q2 2026, its #2 holding.
  • Lynch & Associates first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.