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Kingswood Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Kingswood Wealth Advisors’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 		$22M Buy
29,366
+1,594
+6% +$1.16M 0.89% 19
2026
Q1 		$18.1M Buy
27,772
+2,010
+8% +$1.37M 0.86% 16
2025
Q4 		$17.6M Sell
25,762
-6,244
-20% -$4.24M 0.85% 21
2025
Q3 		$21.4M Buy
32,006
+3,138
+11% +$2.02M 1.3% 10
2025
Q2 		$17.9M Buy
28,868
+6,747
+31% +$3.87M 1.42% 10
2025
Q1 		$12.4M Sell
22,121
-2,438
-10% -$1.44M 1.14% 10
2024
Q4 		$14.5M Buy
24,559
+2,208
+10% +$1.31M 1.09% 12
2024
Q3 		$12.9M Buy
22,351
+2,189
+11% +$1.22M 0.92% 15
2024
Q2 		$11M Buy
20,162
+2,616
+15% +$1.38M 0.99% 13
2024
Q1 		$9.22M Buy
17,546
+1,200
+7% +$600K 1.06% 11
2023
Q4 		$7.81M Buy
16,346
+3,949
+32% +$1.77M 0.88% 13
2023
Q3 		$5.32M Buy
12,397
+10,006
+418% +$4.48M 0.91% 16
2023
Q2 		$1.07M Buy
+2,391
New +$1.01M 0.34% 74

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kingswood Wealth Advisors's IVV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 29,366 shares worth $22M. The position accounts for 0.89% of the portfolio, ranked #19.

Kingswood Wealth Advisors first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 1,575 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kingswood Wealth Advisors held 29,366 shares of iShares Core S&P 500 ETF worth $22M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,594 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Core S&P 500 ETF made up 0.89% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,575 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.