KFG
IVV icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kingdom Financial Group's IVV Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 107% in Q1 2026, buying an estimated $141K and bringing the position to 401 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #129.

Kingdom Financial Group first reported a position in IVV in Q2 2023 and has held it in 6 quarters since. The position peaked at $395K in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Kingdom Financial Group held 401 shares of iShares Core S&P 500 ETF worth $262K as of Q1 2026.
  • Kingdom Financial Group bought 207 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $141K.
  • iShares Core S&P 500 ETF made up 0.08% of Kingdom Financial Group's portfolio in Q1 2026, its #129 holding.
  • Kingdom Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 6 quarters since.
  • Kingdom Financial Group's iShares Core S&P 500 ETF position peaked at $395K in Q4 2023.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.