WLIM
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White Lighthouse Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

White Lighthouse Investment 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
Q2 		$1.74M Buy
2,324
+152
+7% +$111K 0.22% 56
2026
Q1 		$1.42M Sell
2,172
-2
-0.1% -$1.37K 0.2% 65
2025
Q4 		$1.49M Buy
2,174
+2
+0.1% +$1.36K 0.21% 63
2025
Q3 		$1.45M Sell
2,172
-13
-0.6% -$8.37K 0.22% 60
2025
Q2 		$1.36M Buy
2,185
+38
+2% +$21.8K 0.22% 61
2025
Q1 		$1.21M Sell
2,147
-32
-1% -$18.9K 0.22% 64
2024
Q4 		$1.28M Buy
2,179
+47
+2% +$27.8K 0.23% 61
2024
Q3 		$1.23M Sell
2,132
-70
-3% -$38.9K 0.22% 64
2024
Q2 		$1.21M Buy
2,202
+163
+8% +$85.7K 0.23% 62
2024
Q1 		$1.07M Buy
2,039
+58
+3% +$29K 0.22% 62
2023
Q4 		$946K Buy
1,981
+63
+3% +$28.2K 0.21% 66
2023
Q3 		$824K Buy
1,918
+123
+7% +$55K 0.2% 68
2023
Q2 		$800K Buy
1,795
+24
+1% +$10.1K 0.19% 66
2023
Q1 		$728K Sell
1,771
-73
-4% -$29.3K 0.18% 70
2022
Q4 		$709K Buy
1,844
+449
+32% +$173K 0.19% 70
2022
Q3 		$500K Sell
1,395
-27
-2% -$10.8K 0.15% 77
2022
Q2 		$539K Sell
1,422
-117
-8% -$48.1K 0.15% 75
2022
Q1 		$698K Sell
1,539
-1
-0.1% -$447 0.18% 71
2021
Q4 		$735K Buy
1,540
+26
+2% +$12K 0.18% 68
2021
Q3 		$652K Buy
1,514
+48
+3% +$21.3K 0.17% 71
2021
Q2 		$630K Sell
1,466
-41
-3% -$17.2K 0.17% 71
2021
Q1 		$600K Buy
1,507
+29
+2% +$11.2K 0.18% 71
2020
Q4 		$555K Buy
1,478
+21
+1% +$7.47K 0.18% 72
2020
Q3 		$490K Sell
1,457
-265
-15% -$88.2K 0.17% 75
2020
Q2 		$533K Buy
1,722
+475
+38% +$139K 0.2% 74
2020
Q1 		$322K Buy
+1,247
New +$382K 0.13% 90

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

White Lighthouse Investment Management's IVV Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 7% in Q2 2026, buying an estimated $111K and bringing the position to 2,324 shares worth $1.74M. The position accounts for 0.22% of the portfolio, ranked #56.

White Lighthouse Investment Management first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • White Lighthouse Investment Management held 2,324 shares of iShares Core S&P 500 ETF worth $1.74M as of Q2 2026.
  • White Lighthouse Investment Management bought 152 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $111K.
  • iShares Core S&P 500 ETF made up 0.22% of White Lighthouse Investment Management's portfolio in Q2 2026, its #56 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.