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KFA Private Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

KFA Private Wealth Group’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 		$69.5M Sell
92,756
-20,339
-18% -$14.8M 16.73% 1
2026
Q1 		$73.9M Buy
113,095
+1,484
+1% +$1.01M 17.73% 1
2025
Q4 		$76.4M Buy
111,611
+15,128
+16% +$10.3M 18.59% 1
2025
Q3 		$64.6M Sell
96,483
-396
-0.4% -$255K 18.45% 1
2025
Q2 		$60.2M Sell
96,879
-798
-0.8% -$458K 18.64% 1
2025
Q1 		$54.9M Buy
97,677
+20,289
+26% +$12M 19.21% 1
2024
Q4 		$45.6M Buy
77,388
+10,727
+16% +$6.35M 19.08% 1
2024
Q3 		$38.5M Buy
66,661
+1,466
+2% +$815K 18.35% 1
2024
Q2 		$35.7M Sell
65,195
-58,771
-47% -$30.9M 18.47% 1
2024
Q1 		$65.2M Buy
123,966
+6,450
+5% +$3.23M 20.22% 1
2023
Q4 		$56.1M Buy
117,516
+8,539
+8% +$3.82M 20.12% 1
2023
Q3 		$46.8M Buy
108,977
+486
+0.4% +$217K 19.45% 1
2023
Q2 		$48.4M Buy
108,491
+744
+0.7% +$314K 20.05% 1
2023
Q1 		$44.3M Buy
107,747
+5,024
+5% +$2.01M 20.17% 1
2022
Q4 		$39.5M Sell
102,723
-8,577
-8% -$3.31M 20.15% 1
2022
Q3 		$39.9M Buy
111,300
+1,395
+1% +$557K 21.24% 1
2022
Q2 		$41.7M Buy
109,905
+3,619
+3% +$1.49M 23.04% 1
2022
Q1 		$48.2M Buy
106,286
+2,359
+2% +$1.06M 24.17% 1
2021
Q4 		$49.6M Buy
103,927
+3,917
+4% +$1.81M 24.65% 1
2021
Q3 		$43.1M Sell
100,010
-196
-0.2% -$86.9K 23.58% 1
2021
Q2 		$43.1M Buy
100,206
+1,945
+2% +$815K 23.52% 1
2021
Q1 		$39.1M Buy
98,261
+3,584
+4% +$1.39M 22.81% 1
2020
Q4 		$35.5M Buy
94,677
+3,211
+4% +$1.14M 22.57% 1
2020
Q3 		$30.7M Buy
91,466
+6,716
+8% +$2.24M 23.04% 1
2020
Q2 		$26.2M Sell
84,750
-340
-0.4% -$99.8K 25.24% 1
2020
Q1 		$22M Buy
85,090
+2,157
+3% +$661K 26.01% 1
2019
Q4 		$26.8M Buy
+82,933
New +$25.7M 24.62% 1

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

KFA Private Wealth Group's IVV Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2026, selling an estimated $14.8M and leaving 92,756 shares worth $69.5M. The position accounts for 16.73% of the portfolio, ranked #1.

KFA Private Wealth Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $76.4M in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • KFA Private Wealth Group held 92,756 shares of iShares Core S&P 500 ETF worth $69.5M as of Q2 2026.
  • KFA Private Wealth Group sold 20,339 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.8M.
  • iShares Core S&P 500 ETF made up 16.73% of KFA Private Wealth Group's portfolio in Q2 2026, its #1 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares Core S&P 500 ETF position peaked at $76.4M in Q4 2025.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.