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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Key Capital Management's IVV Position: Q2 2026 in Review

Key Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 1,696 shares worth $1.27M. The position accounts for 0.65% of the portfolio, ranked #27.

Key Capital Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,711 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Key Capital Management held 1,696 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
Key Capital Management bought 53 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $38.6K.
iShares Core S&P 500 ETF made up 0.65% of Key Capital Management's portfolio in Q2 2026, its #27 holding.
Key Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
2,711 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.