Lynx Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Lynx Investment Advisory’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	$648K	Buy	865 +246	+40%	+$179K	0.21%	118
2026 Q1	$404K	Buy	619 +2	+0.3%	+$1.37K	0.19%	116
2025 Q4	$423K	Buy	617 +2	+0.3%	+$1.36K	0.23%	101
2025 Q3	$412K	Buy	615 +2	+0.3%	+$1.29K	0.25%	90
2025 Q2	$381K	Buy	613 +2	+0.3%	+$1.15K	0.25%	90
2025 Q1	$343K	Sell	611 -70	-10%	-$41.3K	0.23%	92
2024 Q4	$401K	Buy	681 +8	+1%	+$4.74K	0.27%	83
2024 Q3	$388K	Buy	673 +3	+0.4%	+$1.67K	0.28%	83
2024 Q2	$367K	Buy	+670	New	+$352K	0.27%	80

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Lynx Investment Advisory's IVV Position: Q2 2026 in Review

Lynx Investment Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q2 2026, buying an estimated $179K and bringing the position to 865 shares worth $648K. The position accounts for 0.21% of the portfolio, ranked #118.

Lynx Investment Advisory first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Lynx Investment Advisory held 865 shares of iShares Core S&P 500 ETF worth $648K as of Q2 2026.
Lynx Investment Advisory bought 246 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $179K.
iShares Core S&P 500 ETF made up 0.21% of Lynx Investment Advisory's portfolio in Q2 2026, its #118 holding.
Lynx Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.