Stephen W. Kidder’s iShares Core S&P 500 ETF IVV Stock Holding History

Stephen W. Kidder’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	$392K	Sell	600 -50	-8%	-$34.1K	0.12%	59
2025 Q4	$445K	Hold	650	–	–	0.13%	54
2025 Q3	$435K	Sell	650 -50	-7%	-$32.2K	0.12%	58
2025 Q2	$435K	Sell	700 -50	-7%	-$28.7K	0.13%	58
2025 Q1	$421K	Hold	750	–	–	0.13%	56
2024 Q4	$442K	Sell	750 -50	-6%	-$29.6K	0.13%	50
2024 Q3	$461K	Sell	800 -50	-6%	-$27.8K	0.14%	52
2024 Q2	$465K	Hold	850	–	–	0.15%	53
2024 Q1	$447K	Hold	850	–	–	0.14%	55
2023 Q4	$406K	Sell	850 -50	-6%	-$22.4K	0.13%	56
2023 Q3	$386K	Sell	900 -100	-10%	-$44.7K	0.13%	60
2023 Q2	$446K	Hold	1,000	–	–	0.15%	59
2023 Q1	$411K	Sell	1,000 -100	-9%	-$40.1K	0.14%	59
2022 Q4	$423K	Hold	1,100	–	–	0.15%	57
2022 Q3	$395K	Sell	1,100 -100	-8%	-$39.9K	0.16%	51
2022 Q2	$455K	Sell	1,200 -150	-11%	-$61.7K	0.18%	50
2022 Q1	$612K	Sell	1,350 -300	-18%	-$134K	0.2%	48
2021 Q4	$787K	Sell	1,650 -20	-1%	-$9.22K	0.24%	47
2021 Q3	$719K	Sell	1,670 -830	-33%	-$368K	0.23%	48
2021 Q2	$1.07M	Sell	2,500 -100	-4%	-$41.9K	0.33%	45
2021 Q1	$1.03M	Sell	2,600 -450	-15%	-$174K	0.33%	45
2020 Q4	$1.15M	Buy	3,050 +50	+2%	+$17.8K	0.38%	41
2020 Q3	$1.01M	Sell	3,000 -250	-8%	-$83.2K	0.36%	42
2020 Q2	$1.01M	Sell	3,250 -250	-7%	-$73.4K	0.38%	43
2020 Q1	$904K	Hold	3,500	–	–	0.41%	42
2019 Q4	$1.13M	Hold	3,500	–	–	0.42%	44
2019 Q3	$1.04M	Sell	3,500 -100	-3%	-$29.7K	0.41%	43
2019 Q2	$1.06M	Sell	3,600 -450	-11%	-$130K	0.43%	44
2019 Q1	$1.15M	Sell	4,050 -240	-6%	-$65.6K	0.47%	41
2018 Q4	$1.08M	Hold	4,290	–	–	0.48%	40
2018 Q3	$1.26M	Sell	4,290 -110	-3%	-$31.6K	0.46%	42
2018 Q2	$1.2M	Sell	4,400 -100	-2%	-$27.2K	0.46%	42
2018 Q1	$1.19M	Hold	4,500	–	–	0.46%	42
2017 Q4	$1.21M	Hold	4,500	–	–	0.43%	46
2017 Q3	$1.14M	Sell	4,500 -50	-1%	-$12.4K	0.42%	46
2017 Q2	$1.11M	Sell	4,550 -20	-0.4%	-$4.83K	0.42%	48
2017 Q1	$1.08M	Sell	4,570 -562	-11%	-$131K	0.42%	49
2016 Q4	$1.16M	Hold	5,132	–	–	0.47%	47
2016 Q3	$1.12M	Hold	5,132	–	–	0.44%	50
2016 Q2	$1.08M	Hold	5,132	–	–	0.43%	53
2016 Q1	$1.06M	Hold	5,132	–	–	0.43%	52
2015 Q4	$1.05M	Hold	5,132	–	–	0.45%	52
2015 Q3	$989K	Hold	5,132	–	–	0.5%	47
2015 Q2	$1.06M	Sell	5,132 -100	-2%	-$21.2K	0.48%	50
2015 Q1	$1.09M	Hold	5,232	–	–	0.47%	51
2014 Q4	$1.08M	Hold	5,232	–	–	0.47%	50
2014 Q3	$1.04M	Buy	+5,232	New	+$1.04M	0.47%	50

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

Stephen W. Kidder's IVV Position: Q1 2026 in Review

Stephen W. Kidder reduced its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q1 2026, selling an estimated $34.1K and leaving 600 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #59.

Stephen W. Kidder first reported a position in IVV in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.26M in Q3 2018. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Stephen W. Kidder held 600 shares of iShares Core S&P 500 ETF worth $392K as of Q1 2026.
Stephen W. Kidder sold 50 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $34.1K.
iShares Core S&P 500 ETF made up 0.12% of Stephen W. Kidder's portfolio in Q1 2026, its #59 holding.
Stephen W. Kidder first reported a position in iShares Core S&P 500 ETF in Q3 2014 and has held it in 47 quarters since.
Stephen W. Kidder's iShares Core S&P 500 ETF position peaked at $1.26M in Q3 2018.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.