Kopp Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Kopp Family Office’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	$164K	Buy	219 +72	+49%	+$52.4K	0.1%	23
2026 Q1	$96K	Hold	147	–	–	0.07%	18
2025 Q4	$101K	Sell	147 -12	-8%	-$8.15K	0.06%	18
2025 Q3	$106K	Hold	159	–	–	0.07%	21
2025 Q2	$98.7K	Hold	159	–	–	0.06%	23
2025 Q1	$89.3K	Hold	159	–	–	0.06%	24
2024 Q4	$94K	Sell	159 -38	-19%	-$22.5K	0.06%	17
2024 Q3	$114K	Hold	197	–	–	0.07%	15
2024 Q2	$108K	Hold	197	–	–	0.07%	14
2024 Q1	$104K	Hold	197	–	–	0.06%	15
2023 Q4	$94K	Sell	197 -26	-12%	-$11.6K	0.05%	16
2023 Q3	$96K	Hold	223	–	–	0.06%	15
2023 Q2	$99K	Hold	223	–	–	0.05%	15
2023 Q1	$92K	Hold	223	–	–	0.05%	17
2022 Q4	$86K	Sell	223 -11	-5%	-$4.25K	0.05%	18
2022 Q3	$84K	Hold	234	–	–	0.07%	10
2022 Q2	$89K	Hold	234	–	–	0.06%	10
2022 Q1	$106K	Hold	234	–	–	0.06%	10
2021 Q4	$112K	Sell	234 -58	-20%	-$26.7K	0.05%	10
2021 Q3	$126K	Hold	292	–	–	0.05%	9
2021 Q2	$126K	Hold	292	–	–	0.05%	8
2021 Q1	$116K	Hold	292	–	–	0.05%	7
2020 Q4	$110K	Hold	292	–	–	0.04%	6
2020 Q3	$98K	Buy	+292	New	+$97.2K	0.05%	7

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Kopp Family Office's IVV Position: Q2 2026 in Review

Kopp Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 49% in Q2 2026, buying an estimated $52.4K and bringing the position to 219 shares worth $164K. The position accounts for 0.1% of the portfolio, ranked #23.

Kopp Family Office first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 1,903 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kopp Family Office held 219 shares of iShares Core S&P 500 ETF worth $164K as of Q2 2026.
Kopp Family Office bought 72 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $52.4K.
iShares Core S&P 500 ETF made up 0.1% of Kopp Family Office's portfolio in Q2 2026, its #23 holding.
Kopp Family Office first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
1,903 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.