Kestra Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Kestra Advisory Services's IVV Position: Q2 2026 in Review
Kestra Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, buying an estimated $13.4M and bringing the position to 773,614 shares worth $579M. The position accounts for 1.87% of the portfolio, ranked #5.
Kestra Advisory Services first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Kestra Advisory Services held 773,614 shares of iShares Core S&P 500 ETF worth $579M as of Q2 2026.
- Kestra Advisory Services bought 18,405 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.4M.
- iShares Core S&P 500 ETF made up 1.87% of Kestra Advisory Services's portfolio in Q2 2026, its #5 holding.
- Kestra Advisory Services first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.