Kaizen Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Kaizen Financial Strategies’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	$408K	Hold	544	–	–	0.13%	116
2026 Q1	$383K	Sell	544 -17	-3%	-$11.6K	0.16%	108
2025 Q4	$385K	Hold	561	–	–	0.17%	103
2025 Q3	$378K	Sell	561 -212	-27%	-$137K	0.17%	103
2025 Q2	$480K	Hold	773	–	–	0.24%	75
2025 Q1	$434K	Hold	773	–	–	0.25%	76
2024 Q4	$455K	Sell	773 -243	-24%	-$144K	0.26%	70
2024 Q3	$586K	Buy	1,016 +1	+0.1%	+$556	0.34%	53
2024 Q2	$553K	Buy	1,015 +229	+29%	+$120K	0.34%	47
2024 Q1	$413K	Sell	786 -211	-21%	-$106K	0.28%	66
2023 Q4	$476K	Sell	997 -61	-6%	-$27.3K	0.36%	51
2023 Q3	$454K	Sell	1,058 -3	-0.3%	-$1.34K	0.38%	45
2023 Q2	$476K	Buy	1,061 +88	+9%	+$37.1K	0.41%	43
2023 Q1	$400K	Sell	973 -7	-0.7%	-$2.81K	0.39%	48
2022 Q4	$392K	Sell	980 -936	-49%	-$361K	0.39%	60
2022 Q3	$687K	Buy	1,916 +1,200	+168%	+$479K	0.7%	37
2022 Q2	$271K	Buy	716 +50	+8%	+$20.6K	0.27%	86
2022 Q1	$302K	Hold	666	–	–	0.24%	102
2021 Q4	$318K	Hold	666	–	–	0.24%	96
2021 Q3	$287K	Buy	+666	New	+$295K	0.23%	106
2021 Q1	$265K	Sell	666 -291	-30%	-$113K	0.25%	115
2020 Q4	$359K	Buy	+957	New	+$341K	0.4%	80

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Kaizen Financial Strategies's IVV Position: Q2 2026 in Review

Kaizen Financial Strategies held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 544 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #116.

Kaizen Financial Strategies first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $687K in Q3 2022. 2,063 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kaizen Financial Strategies held 544 shares of iShares Core S&P 500 ETF worth $408K as of Q2 2026.
Kaizen Financial Strategies left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.13% of Kaizen Financial Strategies's portfolio in Q2 2026, its #116 holding.
Kaizen Financial Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Kaizen Financial Strategies's iShares Core S&P 500 ETF position peaked at $687K in Q3 2022.
2,063 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.