KPP Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

KPP Advisory Services’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	$11.7M	Sell	15,576 -2,151	-12%	-$1.57M	1.48%	16
2026 Q1	$11.6M	Sell	17,727 -13,010	-42%	-$8.88M	1.68%	12
2025 Q4	$21.1M	Sell	30,737 -2,773	-8%	-$1.88M	3.06%	3
2025 Q3	$22.4M	Sell	33,510 -1,825	-5%	-$1.18M	3.32%	3
2025 Q2	$21.9M	Buy	35,335 +516	+1%	+$296K	3.62%	3
2025 Q1	$19.6M	Buy	34,819 +33,463	+2,468%	+$19.8M	3.71%	2
2024 Q4	$798K	Sell	1,356 -20	-1%	-$11.8K	0.19%	105
2024 Q3	$794K	Sell	1,376 -1,235	-47%	-$687K	0.19%	105
2024 Q2	$1.43M	Buy	2,611 +471	+22%	+$248K	0.38%	60
2024 Q1	$1.13M	Buy	+2,140	New	+$1.07M	0.31%	72
2023 Q4	–	Sell	-1,121	Closed	-$481K	–	173
2023 Q3	$481K	Buy	+1,121	New	+$501K	0.16%	110

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

KPP Advisory Services's IVV Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $1.57M and leaving 15,576 shares worth $11.7M. The position accounts for 1.48% of the portfolio, ranked #16.

KPP Advisory Services first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KPP Advisory Services held 15,576 shares of iShares Core S&P 500 ETF worth $11.7M as of Q2 2026.
KPP Advisory Services sold 2,151 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.57M.
iShares Core S&P 500 ETF made up 1.48% of KPP Advisory Services's portfolio in Q2 2026, its #16 holding.
KPP Advisory Services first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's iShares Core S&P 500 ETF position peaked at $22.4M in Q3 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.