KFG Wealth Management
IVV icon

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

KFG Wealth Management’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 		$1.09M Buy
1,418
+63
+5% +$48.1K 0.12% 83
2026
Q2 		$1.01M Sell
1,355
-6
-0.4% -$4.37K 0.11% 88
2026
Q1 		$889K Sell
1,361
-26
-2% -$17.8K 0.11% 91
2025
Q4 		$950K Sell
1,387
-30
-2% -$20.4K 0.13% 86
2025
Q3 		$948K Buy
1,417
+42
+3% +$27K 0.14% 80
2025
Q2 		$854K Sell
1,375
-2,220
-62% -$1.27M 0.14% 82
2025
Q1 		$2.02M Sell
3,595
-254
-7% -$150K 0.37% 45
2024
Q4 		$2.27M Sell
3,849
-83
-2% -$49.1K 0.42% 43
2024
Q3 		$2.27M Buy
3,932
+605
+18% +$336K 0.49% 41
2024
Q2 		$1.82M Buy
3,327
+340
+11% +$179K 0.72% 33
2024
Q1 		$1.57M Buy
2,987
+2,561
+601% +$1.28M 0.65% 34
2023
Q4 		$203K Sell
426
-207
-33% -$92.7K 0.09% 129
2023
Q3 		$272K Buy
633
+54
+9% +$24.2K 0.15% 106
2023
Q2 		$258K Buy
579
+1
+0.2% +$421 0.15% 100
2023
Q1 		$240K Sell
578
-6
-1% -$2.41K 0.17% 77
2022
Q4 		$224K Buy
+584
New +$225K 0.23% 65

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KFG Wealth Management's IVV Position: Q3 2026 in Review

KFG Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q3 2026, buying an estimated $48.1K and bringing the position to 1,418 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #83.

KFG Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.27M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • KFG Wealth Management held 1,418 shares of iShares Core S&P 500 ETF worth $1.09M as of Q3 2026.
  • KFG Wealth Management bought 63 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $48.1K.
  • iShares Core S&P 500 ETF made up 0.12% of KFG Wealth Management's portfolio in Q3 2026, its #83 holding.
  • KFG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's iShares Core S&P 500 ETF position peaked at $2.27M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.