KB Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

KB Financial Partners’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
2023 Q3	$32.9M	Sell	76,597 -51	-0.1%	-$22.8K	9.41%	2
2023 Q2	$34.2M	Sell	76,648 -408	-0.5%	-$172K	9.39%	3
2023 Q1	$31.7M	Buy	77,056 +2,970	+4%	+$1.19M	9.31%	3
2022 Q4	$28.5M	Sell	74,086 -1,891	-2%	-$730K	9.72%	2
2022 Q3	$27.2M	Buy	75,977 +8,637	+13%	+$3.45M	9.74%	3
2022 Q2	$25.5M	Sell	67,340 -888	-1%	-$365K	8.82%	3
2022 Q1	$31M	Buy	68,228 +6,131	+10%	+$2.74M	8.55%	4
2021 Q4	$29.6M	Buy	62,097 +1,978	+3%	+$912K	8.5%	3
2021 Q3	$25.9M	Buy	60,119 +4,214	+8%	+$1.87M	9.48%	2
2021 Q2	$24M	Sell	55,905 -184	-0.3%	-$77.1K	9.08%	2
2021 Q1	$22.3M	Buy	+56,089	New	+$21.7M	9.49%	2

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KB Financial Partners's IVV Position: Q3 2023 in Review

KB Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q3 2023, selling an estimated $22.8K and leaving 76,597 shares worth $32.9M. The position accounts for 9.41% of the portfolio, ranked #2.

KB Financial Partners first reported a position in IVV in Q1 2021 and has held it in 11 quarters since. The position peaked at $34.2M in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

KB Financial Partners held 76,597 shares of iShares Core S&P 500 ETF worth $32.9M as of Q3 2023.
KB Financial Partners sold 51 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $22.8K.
iShares Core S&P 500 ETF made up 9.41% of KB Financial Partners's portfolio in Q3 2023, its #2 holding.
KB Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares Core S&P 500 ETF position peaked at $34.2M in Q2 2023.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.