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

Kondo 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 Q3	$1.15M	Buy	1,503 +4	+0.3%	+$3.05K	0.38%	25
2026 Q2	$1.12M	Buy	1,499 +3	+0.2%	+$2.18K	0.38%	25
2026 Q1	$977K	Hold	1,496	–	–	0.37%	26
2025 Q4	$1.02M	Hold	1,496	–	–	0.39%	25
2025 Q3	$1M	Sell	1,496 -2	-0.1%	-$1.29K	0.4%	26
2025 Q2	$930K	Buy	1,498 +288	+24%	+$165K	0.41%	28
2025 Q1	$680K	Sell	1,210 -3	-0.2%	-$1.77K	0.34%	33
2024 Q4	$714K	Buy	+1,213	New	+$718K	0.36%	33

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

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

Kondo Wealth Advisors's IVV Position: Q3 2026 in Review

Kondo Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.27% in Q3 2026, buying an estimated $3.05K and bringing the position to 1,503 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #25.

Kondo Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 1,912 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Kondo Wealth Advisors held 1,503 shares of iShares Core S&P 500 ETF worth $1.15M as of Q3 2026.
Kondo Wealth Advisors bought 4 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.05K.
iShares Core S&P 500 ETF made up 0.38% of Kondo Wealth Advisors's portfolio in Q3 2026, its #25 holding.
Kondo Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.