SEC 13F Intelligence

Kerr Financial Planning Corp / IVV

Kerr Financial Planning Corp’s Ishares Tr Position

Does Kerr Financial Planning Corp own Ishares Tr (IVV)? Yes — 3.2K shares worth $2M (+2.65% of its 13F portfolio) as of Q2 2026, down from 3.2K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
3.2K
% of Portfolio
+2.65%
Quarters Held
4
currently held

Position History IVV

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20263.2K$2M+2.65%
Q1 20263.2K$2M+1.63%
Q4 20253.0K$2M+2.81%
Q3 20253.0K$2M+2.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kerr Financial Planning Corp’s full portfolio or all institutional holders of IVV.