Keener Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Keener Financial Planning’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 Q3	$1.36M	Hold	1,781	–	–	0.48%	15
2026 Q2	$1.33M	Buy	1,781 +47	+3%	+$34.2K	0.48%	14
2026 Q1	$1.13M	Hold	1,734	–	–	0.48%	15
2025 Q4	$1.19M	Buy	1,734 +46	+3%	+$31.2K	0.51%	14
2025 Q3	$1.13M	Hold	1,688	–	–	0.52%	13
2025 Q2	$1.05M	Hold	1,688	–	–	0.52%	12
2025 Q1	$948K	Hold	1,688	–	–	0.62%	12
2024 Q4	$993K	Hold	1,688	–	–	0.59%	12
2024 Q3	$973K	Hold	1,688	–	–	0.64%	11
2024 Q2	$923K	Hold	1,688	–	–	0.6%	12
2024 Q1	$888K	Buy	1,688 +64	+4%	+$32K	0.61%	14
2023 Q4	$776K	Buy	+1,624	New	+$727K	0.6%	15

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Keener Financial Planning's IVV Position: Q3 2026 in Review

Keener Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,781 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #15.

Keener Financial Planning first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 3,726 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Keener Financial Planning held 1,781 shares of iShares Core S&P 500 ETF worth $1.36M as of Q3 2026.
Keener Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.48% of Keener Financial Planning's portfolio in Q3 2026, its #15 holding.
Keener Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
3,726 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Keener Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.