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

KDK Private 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 Q1	$6.44M	Sell	9,944 -30	-0.3%	-$20.5K	5.9%	3
2025 Q4	$6.83M	Sell	9,974 -131	-1%	-$89K	5.96%	3
2025 Q3	$6.76M	Buy	10,105 +457	+5%	+$294K	6.86%	3
2025 Q2	$5.99M	Sell	9,648 -67	-0.7%	-$38.5K	6.4%	3
2025 Q1	$5.46M	Sell	9,715 -82	-0.8%	-$48.4K	6.22%	3
2024 Q4	$5.77M	Buy	+9,797	New	+$5.8M	5.99%	5

Other funds holding IVV

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

KDK Private Wealth Management's IVV Position: Q1 2026 in Review

KDK Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q1 2026, selling an estimated $20.5K and leaving 9,944 shares worth $6.44M. The position accounts for 5.9% of the portfolio, ranked #3.

KDK Private Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.83M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

KDK Private Wealth Management held 9,944 shares of iShares Core S&P 500 ETF worth $6.44M as of Q1 2026.
KDK Private Wealth Management sold 30 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
iShares Core S&P 500 ETF made up 5.9% of KDK Private Wealth Management's portfolio in Q1 2026, its #3 holding.
KDK Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's iShares Core S&P 500 ETF position peaked at $6.83M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.