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Christensen King & Associates Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Christensen King & Associates Investment Services’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 		$1.86M Hold
2,481
– – 0.74% 25
2026
Q1 		$1.62M Sell
2,481
-171
-6% -$117K 0.7% 29
2025
Q4 		$1.82M Buy
2,652
+26
+1% +$17.7K 0.78% 26
2025
Q3 		$1.76M Sell
2,626
-7
-0.3% -$4.51K 0.76% 29
2025
Q2 		$1.63M Buy
2,633
+93
+4% +$53.4K 0.75% 28
2025
Q1 		$1.47M Buy
2,540
+410
+19% +$242K 0.7% 28
2024
Q4 		$1.29M Sell
2,130
-17
-0.8% -$10.1K 0.6% 29
2024
Q3 		$1.24M Buy
2,147
+1
+0% +$556 0.58% 30
2024
Q2 		$1.17M Buy
2,146
+4
+0.2% +$2.1K 0.58% 30
2024
Q1 		$1.13M Sell
2,142
-77
-3% -$38.5K 0.56% 32
2023
Q4 		$1.06M Buy
+2,219
New +$993K 0.57% 32

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Christensen King & Associates Investment Services's IVV Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,481 shares worth $1.86M. The position accounts for 0.74% of the portfolio, ranked #25.

Christensen King & Associates Investment Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Christensen King & Associates Investment Services held 2,481 shares of iShares Core S&P 500 ETF worth $1.86M as of Q2 2026.
  • Christensen King & Associates Investment Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.74% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #25 holding.
  • Christensen King & Associates Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.