Kavar Capital Partners Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Kavar Capital Partners Group’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	$3.52M	Sell	4,697 -17	-0.4%	-$12.4K	0.43%	53
2026 Q1	$3.08M	Buy	4,714 +1	+0%	+$683	0.39%	60
2025 Q4	$3.23M	Hold	4,713	–	–	0.45%	54
2025 Q3	$3.15M	Sell	4,713 -155	-3%	-$99.8K	0.42%	58
2025 Q2	$3.02M	Sell	4,868 -22	-0.4%	-$12.6K	0.43%	60
2025 Q1	$2.75M	Hold	4,890	–	–	0.46%	58
2024 Q4	$2.88M	Buy	4,890 +39	+0.8%	+$23.1K	0.49%	55
2024 Q3	$2.8M	Buy	4,851 +21	+0.4%	+$11.7K	0.44%	60
2024 Q2	$2.64M	Buy	4,830 +296	+7%	+$156K	0.48%	59
2024 Q1	$2.38M	Hold	4,534	–	–	0.44%	62
2023 Q4	$2.17M	Sell	4,534 -205	-4%	-$91.8K	0.24%	80
2023 Q3	$2.04M	Buy	4,739 +2,858	+152%	+$1.28M	0.44%	61
2023 Q2	$838K	Sell	1,881 -30	-2%	-$12.6K	0.18%	89
2023 Q1	$786K	Sell	1,911 -155	-8%	-$62.1K	0.17%	92
2022 Q4	$794K	Buy	2,066 +1,112	+117%	+$429K	0.18%	86
2022 Q3	$342K	Buy	954 +119	+14%	+$47.5K	0.09%	111
2022 Q2	$317K	Sell	835 -15	-2%	-$6.17K	0.07%	139
2022 Q1	$386K	Sell	850 -25	-3%	-$11.2K	0.08%	123
2021 Q4	$417K	Sell	875 -101	-10%	-$46.5K	0.09%	124
2021 Q3	$420K	Sell	976 -28	-3%	-$12.4K	0.1%	131
2021 Q2	$432K	Buy	1,004 +115	+13%	+$48.2K	0.1%	118
2021 Q1	$354K	Buy	889 +190	+27%	+$73.6K	0.1%	115
2020 Q4	$262K	Hold	699	–	–	0.08%	134
2020 Q3	$235K	Hold	699	–	–	0.08%	129
2020 Q2	$216K	Buy	+699	New	+$205K	0.08%	117
2020 Q1	–	Sell	-699	Closed	-$226K	–	129
2019 Q4	$226K	Hold	699	–	–	0.08%	121
2019 Q3	$209K	Hold	699	–	–	0.08%	129
2019 Q2	$206K	Buy	+699	New	+$203K	0.08%	121
2018 Q4	–	Sell	-699	Closed	-$205K	–	111
2018 Q3	$205K	Buy	699 +228	+48%	+$65.4K	0.1%	102
2018 Q2	$129K	Sell	471 -65	-12%	-$17.7K	0.06%	130
2018 Q1	$142K	Buy	+536	New	+$147K	0.07%	124
2016 Q1	–	Sell	-240	Closed	-$49K	–	234
2015 Q4	$49K	Hold	240	–	–	0.03%	170
2015 Q3	$46K	Sell	240 -115	-32%	-$23.5K	0.03%	174
2015 Q2	$73K	Buy	+355	New	+$75.2K	0.05%	161
2014 Q2	–	Sell	-400	Closed	-$75K	–	283
2014 Q1	$75K	Hold	400	–	–	0.06%	173
2013 Q4	$74K	Buy	+400	New	+$71.2K	0.07%	168

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Kavar Capital Partners Group's IVV Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q2 2026, selling an estimated $12.4K and leaving 4,697 shares worth $3.52M. The position accounts for 0.43% of the portfolio, ranked #53.

Kavar Capital Partners Group first reported a position in IVV in Q4 2013 and has held it in 36 quarters since. 2,203 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kavar Capital Partners Group held 4,697 shares of iShares Core S&P 500 ETF worth $3.52M as of Q2 2026.
Kavar Capital Partners Group sold 17 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
iShares Core S&P 500 ETF made up 0.43% of Kavar Capital Partners Group's portfolio in Q2 2026, its #53 holding.
Kavar Capital Partners Group first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 36 quarters since.
2,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.