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

Kiley Juergens 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	$778K	Sell	1,039 -3	-0.3%	-$2.19K	0.12%	111
2026 Q1	$681K	Buy	+1,042	New	+$712K	0.12%	119
2018 Q4	–	Sell	-520	Closed	-$152K	–	339
2018 Q3	$152K	Hold	520	–	–	0.11%	120
2018 Q2	$141K	Buy	+520	New	+$141K	0.13%	108
2018 Q1	–	Sell	-1,178	Closed	-$316K	–	338
2017 Q4	$316K	Buy	+1,178	New	+$308K	0.28%	59

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

Kiley Juergens Wealth Management's IVV Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.29% in Q2 2026, selling an estimated $2.19K and leaving 1,039 shares worth $778K. The position accounts for 0.12% of the portfolio, ranked #111.

Kiley Juergens Wealth Management first reported a position in IVV in Q4 2017 and has held it in 5 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kiley Juergens Wealth Management held 1,039 shares of iShares Core S&P 500 ETF worth $778K as of Q2 2026.
Kiley Juergens Wealth Management sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.12% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #111 holding.
Kiley Juergens Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 5 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.