KEB Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

KEB Asset 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	$2.56M	Buy	3,418 +373	+12%	+$272K	0.41%	27
2026 Q1	$1.99M	Hold	3,045	–	–	0.38%	29
2025 Q4	$2.09M	Sell	3,045 -14	-0.5%	-$9.51K	0.42%	27
2025 Q3	$2.05M	Sell	3,059 -3	-0.1%	-$1.93K	0.46%	25
2025 Q2	$1.9M	Hold	3,062	–	–	0.47%	24
2025 Q1	$1.72M	Hold	3,062	–	–	0.49%	24
2024 Q4	$1.8M	Hold	3,062	–	–	0.52%	22
2024 Q3	$1.77M	Hold	3,062	–	–	0.53%	21
2024 Q2	$1.68M	Hold	3,062	–	–	0.56%	21
2024 Q1	$1.61M	Hold	3,062	–	–	0.55%	22
2023 Q4	$1.46M	Hold	3,062	–	–	0.54%	22
2023 Q3	$1.31M	Hold	3,062	–	–	0.54%	21
2023 Q2	$1.36M	Buy	3,062 +742	+32%	+$313K	0.57%	19
2023 Q1	$954K	Hold	2,320	–	–	0.42%	26
2022 Q4	$891K	Sell	2,320 -454	-16%	-$175K	0.47%	24
2022 Q3	$995K	Buy	2,774 +454	+20%	+$181K	0.63%	18
2022 Q2	$880K	Buy	+2,320	New	+$954K	0.55%	19

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

KEB Asset Management's IVV Position: Q2 2026 in Review

KEB Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $272K and bringing the position to 3,418 shares worth $2.56M. The position accounts for 0.41% of the portfolio, ranked #27.

KEB Asset Management first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KEB Asset Management held 3,418 shares of iShares Core S&P 500 ETF worth $2.56M as of Q2 2026.
KEB Asset Management bought 373 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $272K.
iShares Core S&P 500 ETF made up 0.41% of KEB Asset Management's portfolio in Q2 2026, its #27 holding.
KEB Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.