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

KWB Wealth’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 		$9.4M Sell
12,547
-1,111
-8% -$809K 0.8% 37
2026
Q1 		$9.35M Hold
13,658
– – 0.93% 33
2025
Q4 		$9.35M Buy
13,658
+594
+5% +$403K 0.89% 33
2025
Q3 		$8.11M Sell
13,064
-1,486
-10% -$957K 0.9% 26
2025
Q2 		$8.18M Sell
14,550
-447
-3% -$257K 0.99% 21
2025
Q1 		$8.83M Sell
14,997
-18
-0.1% -$10.6K 1.07% 22
2024
Q4 		$8.66M Sell
15,015
-126
-0.8% -$74.6K 1.07% 21
2024
Q3 		$8.29M Buy
15,141
+68
+0.5% +$37.8K 1.08% 22
2024
Q2 		$7.92M Sell
15,073
-438
-3% -$230K 1.09% 21
2024
Q1 		$8.15M Sell
15,511
-295
-2% -$148K 1.1% 21
2023
Q4 		$7.55M Sell
15,806
-604
-4% -$270K 1.09% 20
2023
Q3 		$7.31M Sell
16,410
-14
-0.1% -$6.26K 1.17% 20
2023
Q2 		$7.32M Sell
16,424
-2,441
-13% -$1.03M 1.16% 20
2023
Q1 		$7.25M Sell
18,865
-157
-0.8% -$62.9K 1.34% 17
2022
Q4 		$7.31M Sell
19,022
-261
-1% -$101K 1.39% 16
2022
Q3 		$6.92M Sell
19,283
-490
-2% -$196K 1.38% 17
2022
Q2 		$7.5M Sell
19,773
-4,617
-19% -$1.9M 1.44% 16
2022
Q1 		$11.6M Hold
24,390
– – 1.94% 16
2021
Q4 		$11.6M Sell
24,390
-1,323
-5% -$610K 1.93% 16
2021
Q3 		$11.1M Sell
25,713
-1,145
-4% -$507K 1.97% 15
2021
Q2 		$10.7M Hold
26,858
– – 2.05% 15
2021
Q1 		$10.7M Sell
26,858
-4,026
-13% -$1.56M 2.04% 15
2020
Q4 		$11.6M Buy
+30,884
New +$11M 2.41% 14

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

KWB Wealth's IVV Position: Q2 2026 in Review

KWB Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q2 2026, selling an estimated $809K and leaving 12,547 shares worth $9.4M. The position accounts for 0.8% of the portfolio, ranked #37.

KWB Wealth first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q1 2022. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • KWB Wealth held 12,547 shares of iShares Core S&P 500 ETF worth $9.4M as of Q2 2026.
  • KWB Wealth sold 1,111 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $809K.
  • iShares Core S&P 500 ETF made up 0.8% of KWB Wealth's portfolio in Q2 2026, its #37 holding.
  • KWB Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's iShares Core S&P 500 ETF position peaked at $11.6M in Q1 2022.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.