Kmg Fiduciary Partners 13F: Cuts IVV Stake by $1.1M
Kmg Fiduciary Partners reduced its stake in the iShares Core S&P 500 ETF by 2.9%, reflecting a strategic adjustment.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold 1,478 shares from its stake in iShares Core S&P 500 ETF ($IVV), a 2.92% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 49,062 shares worth $37.57 million at the end of the quarter.
Since the filing, $IVV is down 0.8% to date (from the $773.09 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
IVV
iShares Core S&P 500 ETF
Key Points
- Kmg Fiduciary Partners trimmed its holdings in iShares Core S&P 500 ETF by 1,478 shares, a 2.9% decrease, leaving it with 49,062 shares.
- The iShares Core S&P 500 ETF tracks the S&P 500 index and has a P/E ratio of 25 and a dividend yield of 1.06%.
- With no insider or analyst activity reported, the ETF remains a key vehicle for large-cap U.S. equity exposure.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P 500 ETF alert may contain errors. Disclosures
Kmg Fiduciary Partners has trimmed its holdings in the iShares Core S&P 500 ETF (NYSEArca: IVV). In its recent 13F filing with the SEC, the firm reported selling 1,478 shares, reducing its stake by 2.9% to a total of 49,062 shares. This adjustment brings the reported value of its position to about $37.57 million as of the end of the reporting period.
Kmg Fiduciary Partners vs. the S&P 500
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What Changed in Kmg Fiduciary Partners' iShares Core S&P 500 ETF Position
Kmg Fiduciary Partners decreased its holdings in the iShares Core S&P 500 ETF by 2.9%, selling 1,478 shares. This reduction leaves the firm with 49,062 shares. The value of this adjusted position stands at approximately $37.57 million.
iShares Core S&P 500 ETF Stock Down 1.3%
Shares of NYSEArca: IVV traded around $764.92 recently. The iShares Core S&P 500 ETF, which tracks the S&P 500 index, has a P/E ratio of about 25 and offers a dividend yield of 1.06%. The ETF has seen a 52-week low of $632.14 and a high of $783.09. Its 50-day moving average is $763.54, while the 200-day moving average is $719.90.
About iShares Core S&P 500 ETF
The iShares Core S&P 500 ETF aims to mirror the investment results of the S&P 500 index, focusing on large-cap U.S. equities. Managed by BlackRock, this ETF includes a diverse range of industries, providing broad exposure to the U.S. stock market. It is designed for investors seeking a cost-effective way to invest in the S&P 500.
Bottom Line
Kmg Fiduciary Partners' decision to slightly reduce its position in the iShares Core S&P 500 ETF highlights a strategic portfolio adjustment. The ETF remains a popular choice for those looking to invest in large-cap U.S. equities, offering a blend of growth and income through its diverse holdings. As always, 13F filings reflect past positions and may not indicate current holdings.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $IVV (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts