Lbmc Investment Advisors, LLC / IVV
Lbmc Investment Advisors, LLC’s Ishares Tr Position
Does Lbmc Investment Advisors, LLC own Ishares Tr (IVV)? Yes — 420.3K shares worth $275M (+16.74% of its 13F portfolio) as of Q1 2026, down from 427.4K shares the prior filed quarter.
Position Value
$275M
Q1 2026
Shares
420.3K
% of Portfolio
+16.74%
Quarters Held
29
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 420.3K | $275M | +16.74% |
| Q4 2025 | 427.4K | $293M | +18.01% |
| Q3 2025 | 431.1K | $289M | +18.39% |
| Q2 2025 | 436.0K | $271M | +19.31% |
| Q1 2025 | 437.6K | $246M | +19.22% |
| Q4 2024 | 442.7K | $261M | +20.54% |
| Q3 2024 | 446.9K | $258M | +20.37% |
| Q2 2024 | 445.6K | $244M | +21.14% |
| Q1 2024 | 449.5K | $236M | +20.49% |
| Q4 2023 | 458.7K | $219M | +20.83% |
| Q3 2023 | 460.1K | $195M | +20.73% |
| Q2 2023 | 464.8K | $207M | +20.37% |
| Q1 2023 | 471.1K | $194M | +19.57% |
| Q4 2022 | 468.3K | $180M | +18.98% |
| Q3 2022 | 473.1K | $170M | +19.53% |
| Q2 2022 | 472.7K | $179M | +19.46% |
| Q1 2022 | 496.8K | $225M | +19.94% |
| Q3 2021 | 97.5K | $207M | +19.35% |
| Q2 2021 | 467.8K | $201M | +19.13% |
| Q1 2021 | 458.0K | $182M | +19.20% |
| Q4 2020 | 450.5K | $169M | +19.93% |
| Q3 2020 | 449.7K | $151M | +20.97% |
| Q2 2020 | 432.7K | $134M | +21.11% |
| Q1 2020 | 454.6K | $117M | +21.89% |
| Q4 2019 | 443.6K | $143M | +20.24% |
| Q3 2019 | 443.1K | $132M | +20.07% |
| Q2 2019 | 442.3K | $130M | +19.73% |
| Q1 2019 | 429.4K | $122M | +19.38% |
| Q4 2018 | 417.5K | $105M | +19.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of IVV.