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Keebeck Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Keebeck 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
Q1 		$52.8M Buy
80,826
+1,337
+2% +$913K 5.94% 1
2025
Q4 		$54.4M Buy
79,489
+243
+0.3% +$165K 6.28% 1
2025
Q3 		$53M Sell
79,246
-3,550
-4% -$2.29M 6.27% 1
2025
Q2 		$51.4M Sell
82,796
-22,350
-21% -$12.8M 6.73% 1
2025
Q1 		$59.1M Buy
105,146
+3,658
+4% +$2.16M 8.72% 1
2024
Q4 		$59.7M Sell
101,488
-3,777
-4% -$2.24M 8.61% 1
2024
Q3 		$60.7M Sell
105,265
-9,820
-9% -$5.46M 8.79% 1
2024
Q2 		$63M Sell
115,085
-7,730
-6% -$4.06M 9.24% 1
2024
Q1 		$64.6M Sell
122,815
-823
-0.7% -$412K 9.5% 1
2023
Q4 		$59.1M Buy
123,638
+22,485
+22% +$10.1M 9.74% 1
2023
Q3 		$43.6M Buy
101,153
+14,708
+17% +$6.58M 7.6% 1
2023
Q2 		$38.5M Buy
86,445
+28,612
+49% +$12.1M 5.29% 3
2023
Q1 		$23.8M Buy
57,833
+1,904
+3% +$763K 3.83% 3
2022
Q4 		$21.5M Buy
55,929
+12,132
+28% +$4.68M 3.77% 4
2022
Q3 		$15.7M Buy
43,797
+5,445
+14% +$2.17M 3.03% 5
2022
Q2 		$14.5M Buy
38,352
+1,465
+4% +$603K 2.78% 5
2022
Q1 		$16.7M Buy
36,887
+14,668
+66% +$6.56M 2.77% 5
2021
Q4 		$10.6M Buy
22,219
+2,057
+10% +$948K 1.89% 12
2021
Q3 		$8.69M Sell
20,162
-4,663
-19% -$2.07M 1.71% 11
2021
Q2 		$10.7M Buy
24,825
+3,796
+18% +$1.59M 1.54% 18
2021
Q1 		$8.37M Buy
21,029
+4,762
+29% +$1.84M 1.3% 20
2020
Q4 		$6.11M Buy
16,267
+9,975
+159% +$3.55M 1.06% 22
2020
Q3 		$2.11M Sell
6,292
-640
-9% -$213K 0.44% 48
2020
Q2 		$2.15M Buy
6,932
+5,822
+525% +$1.71M 0.68% 33
2020
Q1 		$286K Buy
1,110
+1,027
+1,237% +$315K 0.12% 123
2019
Q4 		$26K Buy
+83
New +$25.7K 0.01% 254

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Keebeck Wealth Management's IVV Position: Q1 2026 in Review

Keebeck Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q1 2026, buying an estimated $913K and bringing the position to 80,826 shares worth $52.8M. The position accounts for 5.94% of the portfolio, ranked #1.

Keebeck Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.6M in Q1 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Keebeck Wealth Management held 80,826 shares of iShares Core S&P 500 ETF worth $52.8M as of Q1 2026.
  • Keebeck Wealth Management bought 1,337 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $913K.
  • iShares Core S&P 500 ETF made up 5.94% of Keebeck Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Keebeck Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's iShares Core S&P 500 ETF position peaked at $64.6M in Q1 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.