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Kelman-Lazarov Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Kelman-Lazarov Inc’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 		$1.88M Sell
2,517
-186
-7% -$135K 0.25% 43
2026
Q1 		$1.77M Buy
2,703
+107
+4% +$73.1K 0.25% 41
2025
Q4 		$1.78M Buy
2,596
+1
+0% +$679 0.25% 43
2025
Q3 		$1.74M Buy
2,595
+10
+0.4% +$6.44K 0.26% 44
2025
Q2 		$1.6M Sell
2,585
-132
-5% -$75.8K 0.26% 41
2025
Q1 		$1.53M Buy
2,717
+272
+11% +$161K 0.28% 38
2024
Q4 		$1.44M Sell
2,445
-676
-22% -$400K 0.26% 42
2024
Q3 		$1.8M Buy
3,121
+289
+10% +$161K 0.31% 39
2024
Q2 		$1.55M Sell
2,832
-288
-9% -$151K 0.29% 40
2024
Q1 		$1.64M Buy
3,120
+270
+9% +$135K 0.32% 39
2023
Q4 		$1.36M Sell
2,850
-286
-9% -$128K 0.29% 42
2023
Q3 		$1.35M Sell
3,136
-185
-6% -$82.8K 0.32% 41
2023
Q2 		$1.48M Buy
3,321
+225
+7% +$94.8K 0.36% 40
2023
Q1 		$1.27M Sell
3,096
-435
-12% -$174K 0.33% 39
2022
Q4 		$1.36M Buy
3,531
+1,628
+86% +$628K 0.38% 35
2022
Q3 		$683K Sell
1,903
-543
-22% -$217K 0.23% 38
2022
Q2 		$927K Buy
+2,446
New +$1.01M 0.31% 32
2016
Q3 		– Sell
-20
Closed -$4.22K – 390
2016
Q2 		$4.22K Buy
+20
New +$4.17K ﹤0.01% 314

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Kelman-Lazarov Inc's IVV Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, selling an estimated $135K and leaving 2,517 shares worth $1.88M. The position accounts for 0.25% of the portfolio, ranked #43.

Kelman-Lazarov Inc first reported a position in IVV in Q2 2016 and has held it in 18 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kelman-Lazarov Inc held 2,517 shares of iShares Core S&P 500 ETF worth $1.88M as of Q2 2026.
  • Kelman-Lazarov Inc sold 186 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P 500 ETF made up 0.25% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #43 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 18 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.