Kestra Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Kestra Advisory Services's IVV Position: Q1 2026 in Review
Kestra Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 8.7% in Q1 2026, buying an estimated $41.3M and bringing the position to 755,209 shares worth $493M. The position accounts for 1.87% of the portfolio, ranked #4.
Kestra Advisory Services first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Kestra Advisory Services held 755,209 shares of iShares Core S&P 500 ETF worth $493M as of Q1 2026.
- Kestra Advisory Services bought 60,538 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $41.3M.
- iShares Core S&P 500 ETF made up 1.87% of Kestra Advisory Services's portfolio in Q1 2026, its #4 holding.
- Kestra Advisory Services first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.