Kestra Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Kestra Investment Management's IVV Position: Q2 2026 in Review
Kestra Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $1.7M and bringing the position to 9,837 shares worth $7.37M. The position accounts for 0.14% of the portfolio, ranked #71.
Kestra Investment Management first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Kestra Investment Management held 9,837 shares of iShares Core S&P 500 ETF worth $7.37M as of Q2 2026.
- Kestra Investment Management bought 2,332 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.7M.
- iShares Core S&P 500 ETF made up 0.14% of Kestra Investment Management's portfolio in Q2 2026, its #71 holding.
- Kestra Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.