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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Kaydan Wealth Management's IVV Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 6,523 shares worth $4.89M. The position accounts for 1.49% of the portfolio, ranked #16.

Kaydan Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q4 2021. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kaydan Wealth Management held 6,523 shares of iShares Core S&P 500 ETF worth $4.89M as of Q2 2026.
  • Kaydan Wealth Management bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P 500 ETF made up 1.49% of Kaydan Wealth Management's portfolio in Q2 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 19 quarters since.
  • Kaydan Wealth Management's iShares Core S&P 500 ETF position peaked at $15.8M in Q4 2021.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.