Shepherd Kaplan Krochuk’s iShares Core S&P 500 ETF IVV Stock Holding History

Shepherd Kaplan Krochuk’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 Q1	$845K	Sell	1,294 -50	-4%	-$34.1K	0.71%	38
2025 Q4	$921K	Hold	1,344	–	–	0.76%	33
2025 Q3	$899K	Buy	1,344 +13	+1%	+$8.37K	0.74%	32
2025 Q2	$827K	Buy	1,331 +19	+1%	+$10.9K	0.72%	34
2025 Q1	$737K	Sell	1,312 -120	-8%	-$70.9K	0.63%	38
2024 Q4	$843K	Sell	1,432 -150	-9%	-$88.8K	0.7%	32
2024 Q3	$913K	Buy	1,582 +73	+5%	+$40.6K	0.69%	37
2024 Q2	$826K	Buy	1,509 +394	+35%	+$207K	0.65%	40
2024 Q1	$586K	Buy	1,115 +277	+33%	+$139K	0.47%	45
2023 Q4	$400K	Buy	838 +46	+6%	+$20.6K	0.33%	49
2023 Q3	$340K	Buy	792 +25	+3%	+$11.2K	0.3%	48
2023 Q2	$342K	Buy	767 +36	+5%	+$15.2K	0.27%	47
2023 Q1	$301K	Sell	731 -321	-31%	-$129K	0.27%	49
2022 Q4	$404K	Buy	1,052 +321	+44%	+$124K	0.24%	59
2022 Q3	$262K	Hold	731	–	–	0.13%	103
2022 Q2	$277K	Hold	731	–	–	0.12%	132
2022 Q1	$332K	Hold	731	–	–	0.13%	127
2021 Q4	$349K	Sell	731 -46	-6%	-$21.2K	0.13%	121
2021 Q3	$335K	Hold	777	–	–	0.12%	121
2021 Q2	$334K	Hold	777	–	–	0.12%	123
2021 Q1	$309K	Buy	777 +1	+0.1%	+$387	0.12%	119
2020 Q4	$291K	Sell	776 -1	-0.1%	-$356	0.11%	142
2020 Q3	$261K	Buy	+777	New	+$259K	0.11%	135
2018 Q4	–	Sell	-13,334	Closed	-$3.9M	–	216
2018 Q3	$3.9M	Buy	13,334 +3,278	+33%	+$940K	2.01%	5
2018 Q2	$2.75M	Sell	10,056 -33	-0.3%	-$8.98K	1.67%	7
2018 Q1	$2.68M	Hold	10,089	–	–	1.63%	7
2017 Q4	$2.71M	Buy	+10,089	New	+$2.64M	1.69%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Shepherd Kaplan Krochuk's IVV Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q1 2026, selling an estimated $34.1K and leaving 1,294 shares worth $845K. The position accounts for 0.71% of the portfolio, ranked #38.

Shepherd Kaplan Krochuk first reported a position in IVV in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.9M in Q3 2018. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Shepherd Kaplan Krochuk held 1,294 shares of iShares Core S&P 500 ETF worth $845K as of Q1 2026.
Shepherd Kaplan Krochuk sold 50 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $34.1K.
iShares Core S&P 500 ETF made up 0.71% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #38 holding.
Shepherd Kaplan Krochuk first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 27 quarters since.
Shepherd Kaplan Krochuk's iShares Core S&P 500 ETF position peaked at $3.9M in Q3 2018.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.