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Keeler & Nadler Financial Planning & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Keeler & Nadler Financial Planning & 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
Q2 		$391K Sell
522
-53
-9% -$38.6K 0.11% 61
2026
Q1 		$376K Buy
575
+36
+7% +$24.6K 0.13% 62
2025
Q4 		$369K Buy
539
+15
+3% +$10.2K 0.13% 56
2025
Q3 		$351K Buy
524
+11
+2% +$7.08K 0.13% 55
2025
Q2 		$319K Buy
513
+1
+0.2% +$574 0.13% 57
2025
Q1 		$286K Buy
512
+2
+0.4% +$1.18K 0.13% 54
2024
Q4 		$300K Buy
510
+2
+0.4% +$1.18K 0.14% 55
2024
Q3 		$293K Buy
508
+2
+0.4% +$1.11K 0.14% 53
2024
Q2 		$277K Buy
506
+1
+0.2% +$526 0.15% 51
2024
Q1 		$265K Sell
505
-251
-33% -$126K 0.16% 53
2023
Q4 		$361K Buy
+756
New +$338K 0.26% 41
2021
Q4 		$208K Buy
+437
New +$201K 0.19% 47

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Keeler & Nadler Financial Planning & Wealth Management's IVV Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 9.2% in Q2 2026, selling an estimated $38.6K and leaving 522 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #61.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in IVV in Q4 2021 and has held it in 12 quarters since. 2,308 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 522 shares of iShares Core S&P 500 ETF worth $391K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 53 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Core S&P 500 ETF made up 0.11% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,308 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.