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 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%	+$27.1K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

KFG Wealth Management's IVV Position: Q2 2026 in Review

KFG Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.44% in Q2 2026, selling an estimated $4.37K and leaving 1,355 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #88.

KFG Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q3 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KFG Wealth Management held 1,355 shares of iShares Core S&P 500 ETF worth $1.01M as of Q2 2026.
KFG Wealth Management sold 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 0.11% of KFG Wealth Management's portfolio in Q2 2026, its #88 holding.
KFG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's iShares Core S&P 500 ETF position peaked at $2.27M in Q3 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.