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Kaydan Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Kaydan Wealth Management’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
Q3 		$4.56M Sell
5,951
-572
-9% -$436K 1.56% 16
2026
Q2 		$4.89M Buy
6,523
+140
+2% +$102K 1.49% 16
2026
Q1 		$4.17M Buy
6,383
+159
+3% +$109K 1.39% 17
2025
Q4 		$4.26M Buy
6,224
+81
+1% +$55K 1.23% 15
2025
Q3 		$4.11M Buy
6,143
+256
+4% +$165K 1.17% 19
2025
Q2 		$3.66M Buy
5,887
+986
+20% +$566K 1.2% 18
2025
Q1 		$2.75M Buy
4,901
+470
+11% +$278K 0.88% 20
2024
Q4 		$2.61M Buy
4,431
+852
+24% +$504K 0.87% 18
2024
Q3 		$2.06M Buy
3,579
+371
+12% +$206K 0.61% 23
2024
Q2 		$1.76M Buy
3,208
+290
+10% +$152K 0.62% 27
2024
Q1 		$1.53M Buy
2,918
+386
+15% +$193K 0.52% 28
2023
Q4 		$1.21M Buy
2,532
+343
+16% +$154K 0.49% 29
2023
Q3 		$940K Buy
2,189
+64
+3% +$28.6K 0.38% 30
2023
Q2 		$947K Buy
2,125
+65
+3% +$27.4K 0.4% 28
2023
Q1 		$847K Buy
2,060
+43
+2% +$17.2K 0.35% 29
2022
Q4 		$775K Sell
2,017
-82
-4% -$31.6K 0.31% 33
2022
Q3 		$753K Sell
2,099
-286
-12% -$114K 0.42% 32
2022
Q2 		$904K Sell
2,385
-160
-6% -$65.8K 0.5% 30
2022
Q1 		$1.15M Sell
2,545
-30,670
-92% -$13.7M 0.51% 31
2021
Q4 		$15.8M Buy
+33,215
New +$15.3M 6% 5

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Kaydan Wealth Management's IVV Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 8.8% in Q3 2026, selling an estimated $436K and leaving 5,951 shares worth $4.56M. The position accounts for 1.56% of the portfolio, ranked #16.

Kaydan Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.8M in Q4 2021. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Kaydan Wealth Management held 5,951 shares of iShares Core S&P 500 ETF worth $4.56M as of Q3 2026.
  • Kaydan Wealth Management sold 572 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $436K.
  • iShares Core S&P 500 ETF made up 1.56% of Kaydan Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Kaydan Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares Core S&P 500 ETF position peaked at $15.8M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.