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 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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Keener Financial Planning's IVV Position: Q2 2026 in Review

Keener Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, buying an estimated $34.2K and bringing the position to 1,781 shares worth $1.33M. The position accounts for 0.48% of the portfolio, ranked #14.

Keener Financial Planning first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Keener Financial Planning held 1,781 shares of iShares Core S&P 500 ETF worth $1.33M as of Q2 2026.
Keener Financial Planning bought 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P 500 ETF made up 0.48% of Keener Financial Planning's portfolio in Q2 2026, its #14 holding.
Keener Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.