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United Capital Management of KS’s iShares Core S&P 500 ETF IVV Stock Holding History

United Capital Management of KS’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 		$2.79M Sell
3,723
-60
-2% -$43.7K 0.37% 53
2026
Q1 		$2.47M Sell
3,783
-193
-5% -$132K 0.37% 51
2025
Q4 		$2.72M Sell
3,976
-307
-7% -$208K 0.38% 54
2025
Q3 		$2.87M Sell
4,283
-146
-3% -$94K 0.39% 56
2025
Q2 		$2.75M Sell
4,429
-171
-4% -$98.2K 0.43% 55
2025
Q1 		$2.58M Sell
4,600
-202
-4% -$119K 0.53% 46
2024
Q4 		$2.83M Sell
4,802
-393
-8% -$233K 0.51% 53
2024
Q3 		$3M Sell
5,195
-478
-8% -$266K 0.65% 48
2024
Q2 		$3.1M Sell
5,673
-982
-15% -$516K 0.68% 44
2024
Q1 		$3.5M Sell
6,655
-1,371
-17% -$686K 0.8% 45
2023
Q4 		$3.83M Sell
8,026
-345
-4% -$154K 1.16% 36
2023
Q3 		$3.59M Sell
8,371
-276
-3% -$123K 1.22% 32
2023
Q2 		$3.85M Sell
8,647
-632
-7% -$266K 1.23% 30
2023
Q1 		$3.81M Sell
9,279
-326
-3% -$131K 1.42% 27
2022
Q4 		$3.69M Sell
9,605
-355
-4% -$137K 1.52% 26
2022
Q3 		$3.57M Sell
9,960
-454
-4% -$181K 1.67% 24
2022
Q2 		$3.95M Sell
10,414
-332
-3% -$137K 1.86% 20
2022
Q1 		$4.88M Sell
10,746
-908
-8% -$406K 1.89% 15
2021
Q4 		$5.56M Sell
11,654
-258
-2% -$119K 2.07% 13
2021
Q3 		$5.13M Sell
11,912
-810
-6% -$359K 2.1% 15
2021
Q2 		$5.47M Sell
12,722
-1,443
-10% -$604K 2.23% 12
2021
Q1 		$5.63M Sell
14,165
-1,280
-8% -$496K 2.59% 9
2020
Q4 		$5.8M Sell
15,445
-1,581
-9% -$563K 2.65% 10
2020
Q3 		$5.72M Sell
17,026
-4,099
-19% -$1.36M 3% 6
2020
Q2 		$6.54M Sell
21,125
-3,813
-15% -$1.12M 3.82% 4
2020
Q1 		$6.44M Sell
24,938
-1,515
-6% -$464K 5.42% 2
2019
Q4 		$8.55M Sell
26,453
-69
-0.3% -$21.4K 5.41% 1
2019
Q3 		$7.82M Sell
26,522
-55
-0.2% -$16.3K 5.71% 1
2019
Q2 		$7.9M Sell
26,577
-194
-0.7% -$56.2K 5.97% 1
2019
Q1 		$7.88M Buy
26,771
+720
+3% +$197K 6.17% 1
2018
Q4 		$6.55M Buy
26,051
+858
+3% +$233K 6.08% 1
2018
Q3 		$7.39M Buy
+25,193
New +$7.23M 5.94% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

United Capital Management of KS's IVV Position: Q2 2026 in Review

United Capital Management of KS reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $43.7K and leaving 3,723 shares worth $2.79M. The position accounts for 0.37% of the portfolio, ranked #53.

United Capital Management of KS first reported a position in IVV in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.55M in Q4 2019. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Capital Management of KS held 3,723 shares of iShares Core S&P 500 ETF worth $2.79M as of Q2 2026.
  • United Capital Management of KS sold 60 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43.7K.
  • iShares Core S&P 500 ETF made up 0.37% of United Capital Management of KS's portfolio in Q2 2026, its #53 holding.
  • United Capital Management of KS first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's iShares Core S&P 500 ETF position peaked at $8.55M in Q4 2019.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.