LifePlan Investment Advisors, Inc. IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 2045484
As of 2026-06-30, LifePlan Investment Advisors, Inc. reported 17.40K IVV (shares), valued at $13.03M, or 4.49% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 66.38%; reported value increased 90.75%, and weight changed +1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.49% | 17,403 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.68% | 10,460 | SEC filing ↗Filed May 14, 2026Combination report |
| Q4 2025 | 2.16% | 7,739 | SEC filing ↗Filed Feb 9, 2026Combination report |
| Q3 2025 | 2.08% | 7,409 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 2.37% | 7,671 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 3.61% | 11,177 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 3.89% | 10,669 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 4.23% | 11,479 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q2 2024 | 4.42% | 11,211 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q1 2024 | 4.75% | 11,338 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q4 2023 | 5.95% | 13,613 | SEC filing ↗Filed Jan 21, 2025Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.95% | 13,613 | $6.50M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2024 | 4.75% | 11,338 | $5.96M | Shares decreased 16.71%; reported value decreased 8.32%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q2 2024 | 4.42% | 11,211 | $6.13M | Shares decreased 1.12%; reported value increased 2.92%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q3 2024 | 4.23% | 11,479 | $6.62M | Shares increased 2.39%; reported value increased 7.93%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q4 2024 | 3.89% | 10,669 | $6.28M | Shares decreased 7.06%; reported value decreased 5.15%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.61% | 11,177 | $6.28M | Shares increased 4.76%; reported value decreased 0.00%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.37% | 7,671 | $4.76M | Shares decreased 31.37%; reported value decreased 24.16%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.08% | 7,409 | $4.96M | Shares decreased 3.42%; reported value increased 4.11%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.16% | 7,739 | $5.30M | Shares increased 4.45%; reported value increased 6.89%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 2.68% | 10,460 | $6.83M | Shares increased 35.16%; reported value increased 28.90%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 4.49% | 17,403 | $13.03M | Shares increased 66.38%; reported value increased 90.75%, and weight changed +1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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