Kearns & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Kearns & Associates’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	$463K	Sell	604 -1	-0.2%	-$763	0.21%	30
2026 Q2	$453K	Buy	605 +1	+0.2%	+$728	0.21%	30
2026 Q1	$395K	Hold	604	–	–	0.21%	32
2025 Q4	$414K	Sell	604 -1	-0.2%	-$679	0.21%	34
2025 Q3	$405K	Hold	605	–	–	0.21%	34
2025 Q2	$376K	Hold	605	–	–	0.22%	35
2025 Q1	$340K	Hold	605	–	–	0.22%	34
2024 Q4	$356K	Hold	605	–	–	0.23%	33
2024 Q3	$349K	Hold	605	–	–	0.23%	31
2024 Q2	$331K	Hold	605	–	–	0.25%	29
2024 Q1	$318K	Hold	605	–	–	0.25%	32
2023 Q4	$289K	Hold	605	–	–	0.25%	29
2023 Q3	$260K	Hold	605	–	–	0.25%	34
2023 Q2	$270K	Hold	605	–	–	0.24%	32
2023 Q1	$249K	Hold	605	–	–	0.25%	34
2022 Q4	$232K	Hold	605	–	–	0.24%	38
2022 Q3	$217K	Hold	605	–	–	0.29%	13
2022 Q2	$229K	Hold	605	–	–	0.3%	13
2022 Q1	$274K	Hold	605	–	–	0.28%	15
2021 Q4	$289K	Buy	+605	New	+$279K	0.28%	15

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Kearns & Associates's IVV Position: Q3 2026 in Review

Kearns & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q3 2026, selling an estimated $763 and leaving 604 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #30.

Kearns & Associates first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Kearns & Associates held 604 shares of iShares Core S&P 500 ETF worth $463K as of Q3 2026.
Kearns & Associates sold 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.21% of Kearns & Associates's portfolio in Q3 2026, its #30 holding.
Kearns & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.