Key Client Fiduciary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Key Client Fiduciary Advisors’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	$664K	Sell	887 -104	-10%	-$75.7K	0.19%	105
2026 Q1	$647K	Sell	991 -12	-1%	-$8.19K	0.22%	95
2025 Q4	$687K	Sell	1,003 -3	-0.3%	-$2.04K	0.23%	93
2025 Q3	$674K	Buy	1,006 +18	+2%	+$11.6K	0.22%	93
2025 Q2	$613K	Sell	988 -15	-1%	-$8.61K	0.25%	91
2025 Q1	$563K	Sell	1,003 -18	-2%	-$10.6K	0.26%	92
2024 Q4	$601K	Sell	1,021 -5	-0.5%	-$2.96K	0.26%	88
2024 Q3	$592K	Sell	1,026 -11	-1%	-$6.12K	0.26%	85
2024 Q2	$568K	Sell	1,037 -106	-9%	-$55.7K	0.28%	84
2024 Q1	$601K	Sell	1,143 -198	-15%	-$99.1K	0.32%	75
2023 Q4	$640K	Buy	1,341 +63	+5%	+$28.2K	0.37%	63
2023 Q3	$549K	Buy	1,278 +20	+2%	+$8.95K	0.34%	71
2023 Q2	$561K	Sell	1,258 -8	-0.6%	-$3.37K	0.33%	69
2023 Q1	$521K	Buy	1,266 +114	+10%	+$45.7K	0.32%	69
2022 Q4	$443K	Buy	1,152 +28	+2%	+$10.8K	0.3%	77
2022 Q3	$403K	Hold	1,124	–	–	0.36%	59
2022 Q2	$426K	Buy	1,124 +126	+13%	+$51.8K	0.42%	57
2022 Q1	$453K	Buy	998 +1	+0.1%	+$447	0.36%	66
2021 Q4	$476K	Buy	+997	New	+$459K	0.39%	64

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Key Client Fiduciary Advisors's IVV Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $75.7K and leaving 887 shares worth $664K. The position accounts for 0.19% of the portfolio, ranked #105.

Key Client Fiduciary Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $687K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Key Client Fiduciary Advisors held 887 shares of iShares Core S&P 500 ETF worth $664K as of Q2 2026.
Key Client Fiduciary Advisors sold 104 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $75.7K.
iShares Core S&P 500 ETF made up 0.19% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #105 holding.
Key Client Fiduciary Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's iShares Core S&P 500 ETF position peaked at $687K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.