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Kennicott Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Kennicott Capital Management’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 		$6.47M Buy
8,644
+1
+0% +$728 3% 7
2026
Q1 		$5.65M Sell
8,643
-40
-0.5% -$27.3K 3.08% 7
2025
Q4 		$5.95M Buy
8,683
+32
+0.4% +$21.7K 2.88% 9
2025
Q3 		$5.79M Buy
8,651
+2
+0% +$1.29K 2.79% 9
2025
Q2 		$5.37M Buy
8,649
+3,701
+75% +$2.13M 3.06% 8
2025
Q1 		$2.78M Sell
4,948
-10,839
-69% -$6.4M 1.81% 14
2024
Q4 		$9.29M Sell
15,787
-807
-5% -$478K 4.78% 6
2024
Q3 		$9.57M Buy
16,594
+449
+3% +$250K 3.67% 6
2024
Q2 		$8.83M Buy
16,145
+2
+0% +$1.05K 3.67% 6
2024
Q1 		$8.49M Buy
16,143
+14
+0.1% +$7K 3.75% 6
2023
Q4 		$7.7M Buy
16,129
+511
+3% +$229K 3.78% 6
2023
Q3 		$6.71M Sell
15,618
-31,237
-67% -$14M 3.83% 6
2023
Q2 		$6.96M Buy
46,855
+31,237
+200% +$13.2M 3.57% 7
2023
Q1 		$6.42M Sell
15,618
-1,099
-7% -$441K 3.97% 6
2022
Q4 		$6.42M Sell
16,717
-17,669
-51% -$6.82M 4.87% 5
2022
Q3 		$12.3M Hold
34,386
– – 9.92% 3
2022
Q2 		$13M Buy
34,386
+1,026
+3% +$422K 9.98% 2
2022
Q1 		$15.1M Buy
33,360
+17,455
+110% +$7.81M 8.74% 3
2021
Q4 		$7.59M Buy
15,905
+91
+0.6% +$41.9K 4.58% 6
2021
Q3 		$6.81M Hold
15,814
– – 4.95% 6
2021
Q2 		$6.8M Sell
15,814
-97
-0.6% -$40.6K 5.05% 5
2021
Q1 		$6.33M Buy
+15,911
New +$6.16M 5.21% 5

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Kennicott Capital Management's IVV Position: Q2 2026 in Review

Kennicott Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.01% in Q2 2026, buying an estimated $728 and bringing the position to 8,644 shares worth $6.47M. The position accounts for 3% of the portfolio, ranked #7.

Kennicott Capital Management first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.1M in Q1 2022. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kennicott Capital Management held 8,644 shares of iShares Core S&P 500 ETF worth $6.47M as of Q2 2026.
  • Kennicott Capital Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 3% of Kennicott Capital Management's portfolio in Q2 2026, its #7 holding.
  • Kennicott Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Kennicott Capital Management's iShares Core S&P 500 ETF position peaked at $15.1M in Q1 2022.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.