Moody Lynn & Lieberson’s iShares Core S&P 500 ETF IVV Stock Holding History

Moody Lynn & Lieberson’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	$488K	Sell	652 -130	-17%	-$94.7K	0.03%	176
2026 Q1	$511K	Buy	782 +28	+4%	+$19.1K	0.03%	175
2025 Q4	$516K	Buy	754 +10	+1%	+$6.79K	0.03%	173
2025 Q3	$498K	Buy	744 +3	+0.4%	+$1.93K	0.03%	172
2025 Q2	$460K	Hold	741	–	–	0.03%	179
2025 Q1	$416K	Sell	741 -282	-28%	-$167K	0.03%	177
2024 Q4	$602K	Hold	1,023	–	–	0.04%	153
2024 Q3	$590K	Hold	1,023	–	–	0.04%	163
2024 Q2	$560K	Hold	1,023	–	–	0.04%	153
2024 Q1	$538K	Hold	1,023	–	–	0.04%	154
2023 Q4	$489K	Hold	1,023	–	–	0.04%	159
2023 Q3	$439K	Hold	1,023	–	–	0.04%	151
2023 Q2	$456K	Sell	1,023 -180	-15%	-$75.9K	0.04%	161
2023 Q1	$495K	Hold	1,203	–	–	0.04%	152
2022 Q4	$462K	Hold	1,203	–	–	0.04%	162
2022 Q3	$431K	Hold	1,203	–	–	0.04%	152
2022 Q2	$456K	Hold	1,203	–	–	0.04%	153
2022 Q1	$546K	Hold	1,203	–	–	0.04%	146
2021 Q4	$574K	Sell	1,203 -50	-4%	-$23K	0.04%	160
2021 Q3	$540K	Hold	1,253	–	–	0.04%	153
2021 Q2	$539K	Hold	1,253	–	–	0.04%	149
2021 Q1	$498K	Buy	1,253 +253	+25%	+$98K	0.04%	157
2020 Q4	$375K	Hold	1,000	–	–	0.03%	164
2020 Q3	$336K	Hold	1,000	–	–	0.03%	160
2020 Q2	$310K	Hold	1,000	–	–	0.03%	152
2020 Q1	$258	Sell	1,000 -775	-44%	-$237K	0.04%	144
2019 Q4	$574K	Hold	1,775	–	–	0.06%	147
2019 Q3	$530K	Hold	1,775	–	–	0.06%	136
2019 Q2	$523K	Hold	1,775	–	–	0.06%	145
2019 Q1	$505K	Hold	1,775	–	–	0.06%	139
2018 Q4	$447K	Hold	1,775	–	–	0.06%	143
2018 Q3	$520K	Hold	1,775	–	–	0.06%	153
2018 Q2	$485K	Hold	1,775	–	–	0.06%	156
2018 Q1	$471K	Hold	1,775	–	–	0.06%	156
2017 Q4	$503K	Hold	1,775	–	–	0.05%	162
2017 Q3	$449K	Hold	1,775	–	–	0.05%	166
2017 Q2	$432K	Hold	1,775	–	–	0.06%	168
2017 Q1	$421K	Hold	1,775	–	–	0.06%	133
2016 Q4	$399K	Hold	1,775	–	–	0.06%	137
2016 Q3	$386K	Hold	1,775	–	–	0.06%	134
2016 Q2	$374K	Hold	1,775	–	–	0.07%	127
2016 Q1	$367K	Hold	1,775	–	–	0.06%	134
2015 Q4	$364K	Buy	1,775 +320	+22%	+$66.1K	0.06%	146
2015 Q3	$280K	Hold	1,455	–	–	0.05%	149
2015 Q2	$302K	Hold	1,455	–	–	0.05%	161
2015 Q1	$302K	Hold	1,455	–	–	0.05%	157
2014 Q4	$301K	Hold	1,455	–	–	0.04%	164
2014 Q3	$288K	Hold	1,455	–	–	0.04%	154
2014 Q2	$287K	Hold	1,455	–	–	0.04%	162
2014 Q1	$274K	Hold	1,455	–	–	0.04%	172
2013 Q4	$270K	Buy	1,455 +47	+3%	+$8.37K	0.04%	173
2013 Q3	$238K	Hold	1,408	–	–	0.04%	164
2013 Q2	$227K	Buy	+1,408	New	+$228K	0.04%	145

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Moody Lynn & Lieberson's IVV Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, selling an estimated $94.7K and leaving 652 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #176.

Moody Lynn & Lieberson first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $602K in Q4 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Moody Lynn & Lieberson held 652 shares of iShares Core S&P 500 ETF worth $488K as of Q2 2026.
Moody Lynn & Lieberson sold 130 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $94.7K.
iShares Core S&P 500 ETF made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #176 holding.
Moody Lynn & Lieberson first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
Moody Lynn & Lieberson's iShares Core S&P 500 ETF position peaked at $602K in Q4 2024.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.