Kestra Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Kestra Investment Management’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 Q1	$4.9M	Buy	7,505 +962	+15%	+$657K	0.08%	73
2025 Q4	$4.48M	Sell	6,543 -495	-7%	-$336K	0.11%	75
2025 Q3	$4.71M	Sell	7,038 -5,233	-43%	-$3.37M	0.13%	73
2025 Q2	$7.26M	Buy	12,271 +6,187	+102%	+$3.55M	0.11%	72
2025 Q1	$3.42M	Buy	6,084 +2,637	+77%	+$1.56M	0.11%	70
2024 Q4	$2.03M	Buy	3,447 +1,094	+46%	+$648K	0.08%	86
2024 Q3	$1.36M	Buy	2,353 +1,457	+163%	+$810K	0.06%	98
2024 Q2	$490K	Buy	+896	New	+$471K	0.03%	82

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kestra Investment Management's IVV Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q1 2026, buying an estimated $657K and bringing the position to 7,505 shares worth $4.9M. The position accounts for 0.08% of the portfolio, ranked #73.

Kestra Investment Management first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.26M in Q2 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Kestra Investment Management held 7,505 shares of iShares Core S&P 500 ETF worth $4.9M as of Q1 2026.
Kestra Investment Management bought 962 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $657K.
iShares Core S&P 500 ETF made up 0.08% of Kestra Investment Management's portfolio in Q1 2026, its #73 holding.
Kestra Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Kestra Investment Management's iShares Core S&P 500 ETF position peaked at $7.26M in Q2 2025.
3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.