Key Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Key Capital 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 Q3	$1.54M	Buy	2,006 +310	+18%	+$237K	0.56%	32
2026 Q2	$1.27M	Buy	1,696 +53	+3%	+$38.6K	0.65%	27
2026 Q1	$1.07M	Buy	1,643 +1,301	+380%	+$888K	0.71%	23
2025 Q4	$234K	Buy	+342	New	+$232K	0.23%	57

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Key Capital Management's IVV Position: Q3 2026 in Review

Key Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q3 2026, buying an estimated $237K and bringing the position to 2,006 shares worth $1.54M. The position accounts for 0.56% of the portfolio, ranked #32.

Key Capital Management first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Key Capital Management held 2,006 shares of iShares Core S&P 500 ETF worth $1.54M as of Q3 2026.
Key Capital Management bought 310 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $237K.
iShares Core S&P 500 ETF made up 0.56% of Key Capital Management's portfolio in Q3 2026, its #32 holding.
Key Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.