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Keystone Financial Group (Kentucky)’s iShares Core S&P 500 ETF IVV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$9.26M Sell
12,359
-3,019
-20% -$2.2M 0.55% 33
2026
Q1 		$10.1M Buy
15,378
+2,954
+24% +$2.02M 0.69% 29
2025
Q4 		$8.51M Sell
12,424
-450
-3% -$306K 0.63% 34
2025
Q3 		$8.64M Buy
12,874
+655
+5% +$422K 0.66% 30
2025
Q2 		$7.6M Sell
12,219
-133
-1% -$76.4K 0.69% 27
2025
Q1 		$6.96M Buy
12,352
+727
+6% +$429K 0.71% 26
2024
Q4 		$6.84M Buy
11,625
+4
+0% +$2.37K 0.67% 28
2024
Q3 		$6.7M Buy
+11,621
New +$6.46M 0.86% 21
2024
Q2 		– Sell
-11,832
Closed -$6.22M – 232
2024
Q1 		$6.22M Buy
11,832
+2,880
+32% +$1.44M 0.91% 20
2023
Q4 		$4.28M Sell
8,952
-149
-2% -$66.7K 0.74% 28
2023
Q3 		$3.91M Buy
9,101
+133
+1% +$59.5K 0.65% 33
2023
Q2 		$4M Buy
+8,968
New +$3.78M 0.68% 31
2022
Q4 		$3.52M Sell
9,173
-25
-0.3% -$9.65K 0.7% 29
2022
Q3 		$3.3M Sell
9,198
-430
-4% -$172K 0.67% 33
2022
Q2 		$3.65M Sell
9,628
-139
-1% -$57.2K 0.72% 29
2022
Q1 		$4.43M Sell
9,767
-1,874
-16% -$838K 0.75% 27
2021
Q4 		$5.55M Sell
11,641
-13
-0.1% -$5.99K 0.91% 24
2021
Q3 		$5.02M Buy
11,654
+207
+2% +$91.7K 0.91% 24
2021
Q2 		$4.92M Sell
11,447
-39
-0.3% -$16.3K 0.89% 25
2021
Q1 		$4.57M Sell
11,486
-87
-0.8% -$33.7K 0.89% 25
2020
Q4 		$4.34M Sell
11,573
-290
-2% -$103K 0.9% 27
2020
Q3 		$3.99M Buy
11,863
+148
+1% +$49.3K 0.98% 22
2020
Q2 		$3.63M Buy
11,715
+3,884
+50% +$1.14M 0.99% 22
2020
Q1 		$2.02M Sell
7,831
-784
-9% -$240K 0.67% 35
2019
Q4 		$2.79M Buy
8,615
+3,979
+86% +$1.23M 0.75% 36
2019
Q3 		$1.38M Sell
4,636
-44
-0.9% -$13.1K 0.43% 55
2019
Q2 		$1.38M Buy
4,680
+131
+3% +$38K 0.45% 56
2019
Q1 		$1.29M Buy
4,549
+174
+4% +$47.6K 0.46% 61
2018
Q4 		$1.1M Buy
4,375
+2,871
+191% +$780K 0.5% 62
2018
Q3 		$442K Buy
1,504
+128
+9% +$36.7K 0.18% 118
2018
Q2 		$377K Buy
1,376
+79
+6% +$21.5K 0.21% 107
2018
Q1 		$336K Buy
+1,297
New +$357K 0.19% 104

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

Keystone Financial Group (Kentucky)'s IVV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $2.2M and leaving 12,359 shares worth $9.26M. The position accounts for 0.55% of the portfolio, ranked #33.

Keystone Financial Group (Kentucky) first reported a position in IVV in Q1 2018 and has held it in 32 quarters since. The position peaked at $10.1M in Q1 2026. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 12,359 shares of iShares Core S&P 500 ETF worth $9.26M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 3,019 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.2M.
  • iShares Core S&P 500 ETF made up 0.55% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #33 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core S&P 500 ETF position peaked at $10.1M in Q1 2026.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.