Keating Financial Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.08M Buy
1,438
+59
+4% +$43K 0.14% 109
2026
Q1
$900K Buy
1,379
+114
+9% +$77.8K 0.15% 102
2025
Q4
$867K Buy
+1,265
New +$859K 0.12% 142

Other funds holding IVV

Keating Financial Advisory Services's IVV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $43K and bringing the position to 1,438 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #109.

Keating Financial Advisory Services first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Keating Financial Advisory Services held 1,438 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2026.
  • Keating Financial Advisory Services bought 59 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43K.
  • iShares Core S&P 500 ETF made up 0.14% of Keating Financial Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Keating Financial Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.