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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Keener Financial Planning's IVV Position: Q1 2026 in Review

Keener Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,734 shares worth $1.13M. 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 10 quarters since. The position peaked at $1.19M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Keener Financial Planning held 1,734 shares of iShares Core S&P 500 ETF worth $1.13M as of Q1 2026.
Keener Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.48% of Keener Financial Planning's portfolio in Q1 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 10 quarters since.
Keener Financial Planning's iShares Core S&P 500 ETF position peaked at $1.19M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.