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 Q3	$446K	Buy	582 +230	+65%	+$176K	0.11%	91
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Kingdom Financial Group's IVV Position: Q3 2026 in Review

Kingdom Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 65% in Q3 2026, buying an estimated $176K and bringing the position to 582 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #91.

Kingdom Financial Group first reported a position in IVV in Q2 2023 and has held it in 8 quarters since. 2,750 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Kingdom Financial Group held 582 shares of iShares Core S&P 500 ETF worth $446K as of Q3 2026.
Kingdom Financial Group bought 230 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $176K.
iShares Core S&P 500 ETF made up 0.11% of Kingdom Financial Group's portfolio in Q3 2026, its #91 holding.
Kingdom Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 8 quarters since.
2,750 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.