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 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

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

Kearns & Associates's IVV Position: Q2 2026 in Review

Kearns & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q2 2026, buying an estimated $728 and bringing the position to 605 shares worth $453K. 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 19 quarters since. 2,022 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kearns & Associates held 605 shares of iShares Core S&P 500 ETF worth $453K as of Q2 2026.
Kearns & Associates bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.21% of Kearns & Associates's portfolio in Q2 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 19 quarters since.
2,022 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kearns & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.