Kingdom Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Kingdom Financial 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	$264K	Sell	352 -49	-12%	-$35.7K	0.07%	131
2026 Q1	$262K	Buy	401 +207	+107%	+$141K	0.08%	129
2025 Q4	$133K	Buy	+194	New	+$132K	0.04%	180
2024 Q2	–	Sell	-660	Closed	-$347K	–	58
2024 Q1	$347K	Sell	660 -168	-20%	-$84.1K	0.24%	42
2023 Q4	$395K	Buy	828 +190	+30%	+$85K	0.34%	47
2023 Q3	$274K	Sell	638 -6	-0.9%	-$2.68K	0.26%	58
2023 Q2	$287K	Buy	+644	New	+$271K	0.28%	53

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

Kingdom Financial Group's IVV Position: Q2 2026 in Review

Kingdom Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $35.7K and leaving 352 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #131.

Kingdom Financial Group first reported a position in IVV in Q2 2023 and has held it in 7 quarters since. The position peaked at $395K in Q4 2023. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kingdom Financial Group held 352 shares of iShares Core S&P 500 ETF worth $264K as of Q2 2026.
Kingdom Financial Group sold 49 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.7K.
iShares Core S&P 500 ETF made up 0.07% of Kingdom Financial Group's portfolio in Q2 2026, its #131 holding.
Kingdom Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
Kingdom Financial Group's iShares Core S&P 500 ETF position peaked at $395K in Q4 2023.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.