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KCM Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

KCM Investment Advisors’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
Q1 		$7.68M Sell
11,756
-127
-1% -$86.7K 0.25% 74
2025
Q4 		$8.14M Sell
11,883
-369
-3% -$251K 0.26% 67
2025
Q3 		$8.2M Buy
12,252
+5
+0% +$3.22K 0.26% 69
2025
Q2 		$7.6M Buy
12,247
+361
+3% +$207K 0.26% 68
2025
Q1 		$6.68M Sell
11,886
-79
-0.7% -$46.6K 0.24% 75
2024
Q4 		$7.04M Buy
11,965
+172
+1% +$102K 0.24% 74
2024
Q3 		$6.8M Sell
11,793
-35
-0.3% -$19.5K 0.23% 84
2024
Q2 		$6.47M Sell
11,828
-549
-4% -$289K 0.23% 80
2024
Q1 		$6.51M Buy
12,377
+174
+1% +$87.1K 0.24% 80
2023
Q4 		$5.83M Sell
12,203
-287
-2% -$128K 0.23% 83
2023
Q3 		$5.36M Sell
12,490
-911
-7% -$407K 0.23% 89
2023
Q2 		$5.97M Sell
13,401
-3,559
-21% -$1.5M 0.24% 88
2023
Q1 		$6.97M Buy
16,960
+3,195
+23% +$1.28M 0.28% 84
2022
Q4 		$5.29M Buy
13,765
+148
+1% +$57.1K 0.23% 97
2022
Q3 		$4.88M Sell
13,617
-597
-4% -$238K 0.23% 97
2022
Q2 		$5.39M Buy
14,214
+2
+0% +$823 0.24% 96
2022
Q1 		$6.45M Sell
14,212
-1,636
-10% -$732K 0.24% 93
2021
Q4 		$7.56M Buy
15,848
+260
+2% +$120K 0.26% 88
2021
Q3 		$6.72M Buy
15,588
+188
+1% +$83.3K 0.27% 84
2021
Q2 		$6.62M Sell
15,400
-133
-0.9% -$55.7K 0.27% 83
2021
Q1 		$6.18M Buy
15,533
+11
+0.1% +$4.26K 0.27% 84
2020
Q4 		$5.83M Sell
15,522
-273
-2% -$97.2K 0.28% 79
2020
Q3 		$5.31M Sell
15,795
-4,062
-20% -$1.35M 0.29% 75
2020
Q2 		$6.15M Sell
19,857
-72,918
-79% -$21.4M 0.35% 68
2020
Q1 		$24M Buy
92,775
+67,506
+267% +$20.7M 1.62% 13
2019
Q4 		$8.17M Sell
25,269
-3,426
-12% -$1.06M 0.44% 63
2019
Q3 		$8.57M Sell
28,695
-648
-2% -$193K 0.5% 58
2019
Q2 		$8.65M Buy
29,343
+32
+0.1% +$9.27K 0.52% 54
2019
Q1 		$8.34M Buy
29,311
+5,825
+25% +$1.59M 0.54% 54
2018
Q4 		$5.91M Sell
23,486
-1,099
-4% -$298K 0.39% 67
2018
Q3 		$7.2M Sell
24,585
-134
-0.5% -$38.4K 0.41% 63
2018
Q2 		$6.75M Sell
24,719
-3,287
-12% -$894K 0.42% 63
2018
Q1 		$7.43M Buy
28,006
+4,098
+17% +$1.13M 0.45% 60
2017
Q4 		$6.43M Buy
23,908
+1,635
+7% +$428K 0.38% 68
2017
Q3 		$5.63M Buy
22,273
+4,332
+24% +$1.08M 0.34% 77
2017
Q2 		$4.37M Buy
17,941
+10,298
+135% +$2.48M 0.27% 97
2017
Q1 		$1.81M Buy
7,643
+4,961
+185% +$1.16M 0.12% 192
2016
Q4 		$603K Hold
2,682
– – 0.04% 323
2016
Q3 		$583K Buy
2,682
+149
+6% +$32.4K 0.04% 331
2016
Q2 		$533K Hold
2,533
– – 0.04% 339
2016
Q1 		$523K Sell
2,533
-200
-7% -$39.2K 0.04% 333
2015
Q4 		$560K Hold
2,733
– – 0.04% 323
2015
Q3 		$527K Hold
2,733
– – 0.04% 334
2015
Q2 		$566K Sell
2,733
-257
-9% -$54.4K 0.05% 328
2015
Q1 		$621K Buy
2,990
+107
+4% +$22.2K 0.05% 318
2014
Q4 		$596K Buy
2,883
+294
+11% +$59.5K 0.05% 312
2014
Q3 		$513K Hold
2,589
– – 0.05% 313
2014
Q2 		$510K Hold
2,589
– – 0.05% 309
2014
Q1 		$487K Buy
2,589
+102
+4% +$18.8K 0.05% 294
2013
Q4 		$462K Hold
2,487
– – 0.05% 295
2013
Q3 		$420K Sell
2,487
-285
-10% -$48K 0.05% 308
2013
Q2 		$446K Buy
+2,772
New +$449K 0.05% 299

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

KCM Investment Advisors's IVV Position: Q1 2026 in Review

KCM Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, selling an estimated $86.7K and leaving 11,756 shares worth $7.68M. The position accounts for 0.25% of the portfolio, ranked #74.

KCM Investment Advisors first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $24M in Q1 2020. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • KCM Investment Advisors held 11,756 shares of iShares Core S&P 500 ETF worth $7.68M as of Q1 2026.
  • KCM Investment Advisors sold 127 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $86.7K.
  • iShares Core S&P 500 ETF made up 0.25% of KCM Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • KCM Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's iShares Core S&P 500 ETF position peaked at $24M in Q1 2020.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.