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Kelly Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Kelly Financial Services’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 		$70.8M Buy
94,579
+34,643
+58% +$25.2M 15.16% 1
2026
Q1 		$39M Buy
59,936
+18,638
+45% +$12.7M 9.43% 1
2025
Q4 		$28.3M Buy
41,298
+5,716
+16% +$3.88M 7.09% 2
2025
Q3 		$23.8M Sell
35,582
-2,616
-7% -$1.68M 6.17% 2
2025
Q2 		$23.7M Sell
38,198
-29,182
-43% -$16.8M 6.99% 1
2025
Q1 		$37.9M Sell
67,380
-1,647
-2% -$973K 13.16% 1
2024
Q4 		$40.6M Sell
69,027
-2,393
-3% -$1.42M 14.65% 1
2024
Q3 		$41.2M Sell
71,420
-11,880
-14% -$6.61M 15.11% 1
2024
Q2 		$45.6M Sell
83,300
-14,264
-15% -$7.5M 16.3% 1
2024
Q1 		$51.3M Sell
97,564
-39,836
-29% -$19.9M 19.63% 1
2023
Q4 		$65.6M Buy
137,400
+14,788
+12% +$6.62M 26.55% 1
2023
Q3 		$52.7M Buy
122,612
+5,073
+4% +$2.27M 24.16% 1
2023
Q2 		$52.4M Sell
117,539
-1,432
-1% -$603K 24.81% 1
2023
Q1 		$48.9M Sell
118,971
-1,931
-2% -$774K 24.68% 1
2022
Q4 		$46.5M Buy
120,902
+41,612
+52% +$16.1M 24.45% 1
2022
Q3 		$28.4M Buy
79,290
+6,011
+8% +$2.4M 16.61% 2
2022
Q2 		$27.8M Buy
73,279
+4,609
+7% +$1.9M 14.56% 2
2022
Q1 		$31.2M Buy
68,670
+29,443
+75% +$13.2M 14.05% 2
2021
Q4 		$18.7M Buy
39,227
+829
+2% +$382K 8.58% 3
2021
Q3 		$16.5M Sell
38,398
-16,878,175
-100% -$7.48B 9.31% 3
2021
Q2 		$39.3M Buy
16,916,573
+16,877,131
+42,790% +$7.07B 1.52% 8
2021
Q1 		$15.7M Buy
39,442
+998
+3% +$386K 9.75% 3
2020
Q4 		$14.4M Sell
38,444
-1,788
-4% -$636K 9.84% 4
2020
Q3 		$13.5M Sell
40,232
-29,878
-43% -$9.94M 9.72% 3
2020
Q2 		$21.7M Buy
70,110
+1,299
+2% +$381K 16.85% 3
2020
Q1 		$17.8M Sell
68,811
-48,641
-41% -$14.9M 21.93% 1
2019
Q4 		$38M Sell
117,452
-12,906
-10% -$3.99M 29.09% 1
2019
Q3 		$38.9M Sell
130,358
-28,030
-18% -$8.33M 35.31% 1
2019
Q2 		$46.7M Buy
158,388
+51,513
+48% +$14.9M 42.45% 1
2019
Q1 		$30.4M Buy
+106,875
New +$29.2M 33.83% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Kelly Financial Services's IVV Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 58% in Q2 2026, buying an estimated $25.2M and bringing the position to 94,579 shares worth $70.8M. The position accounts for 15.16% of the portfolio, ranked #1.

Kelly Financial Services first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 1,877 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kelly Financial Services held 94,579 shares of iShares Core S&P 500 ETF worth $70.8M as of Q2 2026.
  • Kelly Financial Services bought 34,643 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $25.2M.
  • iShares Core S&P 500 ETF made up 15.16% of Kelly Financial Services's portfolio in Q2 2026, its #1 holding.
  • Kelly Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,877 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.