Kerr Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Kerr 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	$2.38M	Sell	3,176 -70	-2%	-$51K	2.65%	8
2026 Q1	$2.31M	Buy	3,246 +196	+6%	+$134K	1.63%	8
2025 Q4	$2.08M	Buy	3,050 +9	+0.3%	+$6.11K	2.81%	5
2025 Q3	$2.06M	Buy	+3,041	New	+$1.96M	2.9%	7

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

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

Kerr Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, selling an estimated $51K and leaving 3,176 shares worth $2.38M. The position accounts for 2.65% of the portfolio, ranked #8.

Kerr Financial Planning first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kerr Financial Planning held 3,176 shares of iShares Core S&P 500 ETF worth $2.38M as of Q2 2026.
Kerr Financial Planning sold 70 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51K.
iShares Core S&P 500 ETF made up 2.65% of Kerr Financial Planning's portfolio in Q2 2026, its #8 holding.
Kerr Financial Planning first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.