KFI
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Key Financial Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Key Financial Inc’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 		$2.9M Buy
3,869
+1
+0% +$728 0.47% 41
2026
Q1 		$2.53M Hold
3,868
– – 0.45% 44
2025
Q4 		$2.65M Sell
3,868
-376
-9% -$255K 0.48% 45
2025
Q3 		$2.85M Buy
4,244
+359
+9% +$231K 0.53% 40
2025
Q2 		$2.41M Hold
3,885
– – 0.49% 45
2025
Q1 		$2.18M Sell
3,885
-61
-2% -$36K 0.48% 47
2024
Q4 		$2.32M Sell
3,946
-28
-0.7% -$16.6K 0.53% 43
2024
Q3 		$2.29M Sell
3,974
-18
-0.5% -$10K 0.51% 42
2024
Q2 		$2.18M Buy
3,992
+655
+20% +$344K 0.52% 40
2024
Q1 		$1.75M Sell
3,337
-123
-4% -$61.5K 0.45% 47
2023
Q4 		$1.65M Hold
3,460
– – 0.45% 49
2023
Q3 		$1.49M Buy
3,460
+51
+1% +$22.8K 0.5% 44
2023
Q2 		$1.52M Sell
3,409
-137
-4% -$57.7K 0.5% 43
2023
Q1 		$1.46M Sell
3,546
-214
-6% -$85.8K 0.53% 41
2022
Q4 		$1.35M Hold
3,760
– – 0.64% 35
2022
Q3 		$1.35M Buy
3,760
+120
+3% +$47.9K 0.63% 35
2022
Q2 		$1.4M Sell
3,640
-65
-2% -$26.7K 0.76% 28
2022
Q1 		$1.68M Buy
3,705
+61
+2% +$27.3K 0.84% 24
2021
Q4 		$1.74M Sell
3,644
-74
-2% -$34.1K 0.87% 27
2021
Q3 		$1.6M Sell
3,718
-166
-4% -$73.6K 0.91% 24
2021
Q2 		$1.71M Hold
3,884
– – 0.96% 23
2021
Q1 		$1.54M Sell
3,884
-97
-2% -$37.6K 1.02% 20
2020
Q4 		$1.49M Buy
3,981
+289
+8% +$103K 1.11% 20
2020
Q3 		$1.24M Buy
3,692
+1,457
+65% +$485K 1.27% 22
2020
Q2 		$683K Hold
2,235
– – 0.78% 31
2020
Q1 		$586K Sell
2,235
-622
-22% -$191K 0.6% 33
2019
Q4 		$923K Buy
+2,857
New +$884K 0.87% 25

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Key Financial Inc's IVV Position: Q2 2026 in Review

Key Financial Inc increased its iShares Core S&P 500 ETF (IVV) stake by 0.03% in Q2 2026, buying an estimated $728 and bringing the position to 3,869 shares worth $2.9M. The position accounts for 0.47% of the portfolio, ranked #41.

Key Financial Inc first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Key Financial Inc held 3,869 shares of iShares Core S&P 500 ETF worth $2.9M as of Q2 2026.
  • Key Financial Inc bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.47% of Key Financial Inc's portfolio in Q2 2026, its #41 holding.
  • Key Financial Inc first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.