David Kennon’s iShares Core S&P 500 ETF IVV Stock Holding History

David Kennon’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	$640K	Hold	855	–	–	0.21%	35
2026 Q1	$558K	Sell	855 -360	-30%	-$246K	0.2%	32
2025 Q4	$832K	Buy	1,215 +2	+0.2%	+$1.36K	0.3%	28
2025 Q3	$812K	Buy	1,213 +1	+0.1%	+$644	0.29%	27
2025 Q2	$752K	Sell	1,212 -23	-2%	-$13.2K	0.28%	27
2025 Q1	$694K	Buy	1,235 +542	+78%	+$320K	0.28%	28
2024 Q4	$408K	Hold	693	–	–	0.16%	31
2024 Q3	$400K	Hold	693	–	–	0.16%	32
2024 Q2	$379K	Hold	693	–	–	0.16%	32
2024 Q1	$364K	Buy	693 +134	+24%	+$67K	0.16%	32
2023 Q4	$267K	Sell	559 -145	-21%	-$64.9K	0.12%	27
2023 Q3	$302K	Hold	704	–	–	0.14%	26
2023 Q2	$314K	Buy	704 +128	+22%	+$53.9K	0.15%	26
2023 Q1	$237K	Buy	+576	New	+$231K	0.12%	29

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

David Kennon's IVV Position: Q2 2026 in Review

David Kennon held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 855 shares worth $640K. The position accounts for 0.21% of the portfolio, ranked #35.

David Kennon first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $832K in Q4 2025. 1,564 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

David Kennon held 855 shares of iShares Core S&P 500 ETF worth $640K as of Q2 2026.
David Kennon left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.21% of David Kennon's portfolio in Q2 2026, its #35 holding.
David Kennon first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
David Kennon's iShares Core S&P 500 ETF position peaked at $832K in Q4 2025.
1,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.