Keyvantage Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Keyvantage Wealth’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	$31.2M	Buy	41,661 +3,909	+10%	+$2.85M	11.8%	2
2026 Q1	$24.7M	Buy	37,752 +1,968	+5%	+$1.34M	10.86%	2
2025 Q4	$24.5M	Buy	35,784 +34,292	+2,298%	+$23.3M	10.48%	2
2025 Q3	$999K	Hold	1,492	–	–	0.42%	35
2025 Q2	$927K	Buy	1,492 +3	+0.2%	+$1.72K	0.42%	33
2025 Q1	$836K	Buy	1,489 +2	+0.1%	+$1.18K	0.41%	36
2024 Q4	$875K	Buy	+1,487	New	+$880K	0.63%	33

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

Keyvantage Wealth's IVV Position: Q2 2026 in Review

Keyvantage Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $2.85M and bringing the position to 41,661 shares worth $31.2M. The position accounts for 11.8% of the portfolio, ranked #2.

Keyvantage Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Keyvantage Wealth held 41,661 shares of iShares Core S&P 500 ETF worth $31.2M as of Q2 2026.
Keyvantage Wealth bought 3,909 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.85M.
iShares Core S&P 500 ETF made up 11.8% of Keyvantage Wealth's portfolio in Q2 2026, its #2 holding.
Keyvantage Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.