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KMG Fiduciary Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

KMG Fiduciary 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
Q2 		$37.8M Sell
50,540
-9,515
-16% -$6.93M 3.52% 5
2026
Q1 		$39.2M Sell
60,055
-6,546
-10% -$4.47M 2.9% 5
2025
Q4 		$45.6M Sell
66,601
-36,844
-36% -$25M 3.24% 5
2025
Q3 		$69.2M Buy
103,445
+5,086
+5% +$3.28M 4.65% 3
2025
Q2 		$61.1M Buy
98,359
+105
+0.1% +$60.3K 4.53% 3
2025
Q1 		$55.2M Sell
98,254
-6,100
-6% -$3.6M 4.59% 2
2024
Q4 		$61.4M Sell
104,354
-2,179
-2% -$1.29M 5.09% 2
2024
Q3 		$61.5M Sell
106,533
-11,886
-10% -$6.61M 5.31% 2
2024
Q2 		$64.8M Sell
118,419
-1,704
-1% -$896K 6.37% 1
2024
Q1 		$63.2M Buy
120,123
+1,135
+1% +$568K 6.54% 1
2023
Q4 		$56.8M Sell
118,988
-105
-0.1% -$47K 6.62% 1
2023
Q3 		$51.1M Buy
119,093
+95
+0.1% +$42.5K 6.76% 1
2023
Q2 		$53M Buy
118,998
+2,311
+2% +$974K 6.86% 2
2023
Q1 		$48M Buy
116,687
+15,628
+15% +$6.27M 6.88% 1
2022
Q4 		$38.8M Buy
101,059
+8,194
+9% +$3.16M 6.38% 1
2022
Q3 		$33.3M Sell
92,865
-15,270
-14% -$6.1M 6.41% 2
2022
Q2 		$41M Sell
108,135
-2,695
-2% -$1.11M 7.64% 2
2022
Q1 		$50.3M Sell
110,830
-10,474
-9% -$4.68M 8.04% 2
2021
Q4 		$57.9M Sell
121,304
-7,656
-6% -$3.53M 8.95% 1
2021
Q3 		$55.6M Sell
128,960
-8,194
-6% -$3.63M 9.45% 1
2021
Q2 		$59M Buy
137,154
+539
+0.4% +$226K 10.41% 1
2021
Q1 		$54.3M Buy
136,615
+1,199
+0.9% +$464K 10.6% 1
2020
Q4 		$50.5M Buy
135,416
+3,585
+3% +$1.28M 10.64% 1
2020
Q3 		$44.3M Buy
131,831
+4,982
+4% +$1.66M 11.02% 1
2020
Q2 		$39.3M Buy
126,849
+29,665
+31% +$8.71M 10.91% 1
2020
Q1 		$25.1M Sell
97,184
-5,062
-5% -$1.55M 8.15% 1
2019
Q4 		$33M Buy
102,246
+248
+0.2% +$76.8K 10.07% 1
2019
Q3 		$30.4M Buy
101,998
+2,501
+3% +$743K 10.34% 1
2019
Q2 		$29.3M Buy
99,497
+2,778
+3% +$805K 10.6% 1
2019
Q1 		$27.5M Buy
96,719
+4,253
+5% +$1.16M 10.45% 1
2018
Q4 		$23.3M Buy
+92,466
New +$25.1M 10.58% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

KMG Fiduciary Partners's IVV Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $6.93M and leaving 50,540 shares worth $37.8M. The position accounts for 3.52% of the portfolio, ranked #5.

KMG Fiduciary Partners first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $69.2M in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • KMG Fiduciary Partners held 50,540 shares of iShares Core S&P 500 ETF worth $37.8M as of Q2 2026.
  • KMG Fiduciary Partners sold 9,515 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.93M.
  • iShares Core S&P 500 ETF made up 3.52% of KMG Fiduciary Partners's portfolio in Q2 2026, its #5 holding.
  • KMG Fiduciary Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's iShares Core S&P 500 ETF position peaked at $69.2M in Q3 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.