Kentucky Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Kentucky Trust Company’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	$202K	Hold	270	–	–	0.1%	117
2026 Q1	$176K	Hold	270	–	–	0.09%	118
2025 Q4	$185K	Hold	270	–	–	0.1%	111
2025 Q3	$181K	Hold	270	–	–	0.1%	112
2025 Q2	$168K	Buy	270 +20	+8%	+$11.5K	0.1%	112
2025 Q1	$140K	Hold	250	–	–	0.08%	117
2024 Q4	$147K	Buy	+250	New	+$148K	0.09%	120

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Kentucky Trust Company's IVV Position: Q2 2026 in Review

Kentucky Trust Company held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 270 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #117.

Kentucky Trust Company first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kentucky Trust Company held 270 shares of iShares Core S&P 500 ETF worth $202K as of Q2 2026.
Kentucky Trust Company left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Kentucky Trust Company's portfolio in Q2 2026, its #117 holding.
Kentucky Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.