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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
Q3 		$70.8M Sell
92,473
-283
-0.3% -$216K 16.66% 1
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% -$100K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

KFA Private Wealth Group's IVV Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q3 2026, selling an estimated $216K and leaving 92,473 shares worth $70.8M. The position accounts for 16.66% of the portfolio, ranked #1.

KFA Private Wealth Group first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $76.4M in Q4 2025. 1,008 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • KFA Private Wealth Group held 92,473 shares of iShares Core S&P 500 ETF worth $70.8M as of Q3 2026.
  • KFA Private Wealth Group sold 283 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $216K.
  • iShares Core S&P 500 ETF made up 16.66% of KFA Private Wealth Group's portfolio in Q3 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 28 quarters since.
  • KFA Private Wealth Group's iShares Core S&P 500 ETF position peaked at $76.4M in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.