DKM Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

DKM Wealth Management’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 Q3	$8.65M	Sell	11,297 -12	-0.1%	-$9.16K	5.48%	5
2026 Q2	$8.47M	Sell	11,309 -32	-0.3%	-$23.3K	5.54%	5
2026 Q1	$7.41M	Buy	11,341 +305	+3%	+$208K	5.34%	5
2025 Q4	$7.56M	Buy	11,036 +404	+4%	+$274K	5.64%	5
2025 Q3	$7.12M	Buy	10,632 +373	+4%	+$240K	5.71%	6
2025 Q2	$6.37M	Buy	10,259 +623	+6%	+$358K	5.49%	7
2025 Q1	$5.41M	Buy	9,636 +485	+5%	+$286K	5.25%	6
2024 Q4	$5.39M	Buy	+9,151	New	+$5.42M	5.11%	6

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

DKM Wealth Management's IVV Position: Q3 2026 in Review

DKM Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q3 2026, selling an estimated $9.16K and leaving 11,297 shares worth $8.65M. The position accounts for 5.48% of the portfolio, ranked #5.

DKM Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

DKM Wealth Management held 11,297 shares of iShares Core S&P 500 ETF worth $8.65M as of Q3 2026.
DKM Wealth Management sold 12 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $9.16K.
iShares Core S&P 500 ETF made up 5.48% of DKM Wealth Management's portfolio in Q3 2026, its #5 holding.
DKM Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.