Kings Path Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Kings Path Partners’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	$2.14M	Buy	2,797 +119	+4%	+$90.8K	0.56%	32
2026 Q2	$2.01M	Hold	2,678	–	–	0.53%	31
2026 Q1	$1.75M	Sell	2,678 -25	-0.9%	-$17.1K	0.6%	28
2025 Q4	$1.85M	Sell	2,703 -13	-0.5%	-$8.83K	0.65%	25
2025 Q3	$1.82M	Hold	2,716	–	–	0.67%	24
2025 Q2	$1.69M	Buy	2,716 +7	+0.3%	+$4.02K	0.68%	25
2025 Q1	$1.52M	Hold	2,709	–	–	0.74%	28
2024 Q4	$1.59M	Buy	2,709 +1,362	+101%	+$806K	0.68%	28
2024 Q3	$777K	Buy	1,347 +111	+9%	+$61.7K	0.33%	78
2024 Q2	$676K	Buy	+1,236	New	+$650K	0.32%	82

Other funds holding IVV

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kings Path Partners's IVV Position: Q3 2026 in Review

Kings Path Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q3 2026, buying an estimated $90.8K and bringing the position to 2,797 shares worth $2.14M. The position accounts for 0.56% of the portfolio, ranked #32.

Kings Path Partners first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Kings Path Partners held 2,797 shares of iShares Core S&P 500 ETF worth $2.14M as of Q3 2026.
Kings Path Partners bought 119 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $90.8K.
iShares Core S&P 500 ETF made up 0.56% of Kings Path Partners's portfolio in Q3 2026, its #32 holding.
Kings Path Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.