KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q2 		$480K Sell
641
-48
-7% -$35K 0.29% 56
2026
Q1 		$450K Buy
689
+149
+28% +$102K 0.31% 52
2025
Q4 		$370K Buy
540
+20
+4% +$13.6K 0.26% 55
2025
Q3 		$348K Sell
520
-9
-2% -$5.8K 0.26% 52
2025
Q2 		$328K Sell
529
-14
-3% -$8.04K 0.26% 58
2025
Q1 		$305K Sell
543
-22
-4% -$13K 0.27% 56
2024
Q4 		$333K Sell
565
-100
-15% -$59.2K 0.25% 56
2024
Q3 		$384K Buy
665
+18
+3% +$10K 0.32% 48
2024
Q2 		$355K Buy
647
+1
+0.2% +$526 0.33% 49
2024
Q1 		$340K Sell
646
-88
-12% -$44K 0.33% 51
2023
Q4 		$351K Sell
734
-162
-18% -$72.5K 0.35% 45
2023
Q3 		$385K Sell
896
-1
-0.1% -$447 0.4% 39
2023
Q2 		$400K Sell
897
-230
-20% -$96.9K 0.39% 42
2023
Q1 		$463K Sell
1,127
-154
-12% -$61.7K 0.48% 37
2022
Q4 		$492K Sell
1,281
-122
-9% -$47.1K 0.57% 32
2022
Q3 		$503K Sell
1,403
-267
-16% -$107K 0.76% 27
2022
Q2 		$633K Buy
1,670
+12
+0.7% +$4.94K 0.94% 24
2022
Q1 		$752K Sell
1,658
-184
-10% -$82.3K 1.72% 13
2021
Q4 		$878K Sell
1,842
-504
-21% -$232K 1.07% 23
2021
Q3 		$1.01M Sell
2,346
-4,302
-65% -$1.91M 3.01% 8
2021
Q2 		$2.86M Buy
6,648
+30
+0.5% +$12.6K 1.14% 25
2021
Q1 		$2.63M Buy
6,618
+543
+9% +$210K 1.38% 23
2020
Q4 		$2.28M Buy
6,075
+700
+13% +$249K 1.35% 23
2020
Q3 		$1.81M Buy
5,375
+1,887
+54% +$628K 1.33% 20
2020
Q2 		$1.08M Buy
3,488
+67
+2% +$19.7K 0.99% 24
2020
Q1 		$884K Sell
3,421
-1,694
-33% -$519K 0.99% 25
2019
Q4 		$1.65M Buy
+5,115
New +$1.58M 1.4% 18

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IVV Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 7% in Q2 2026, selling an estimated $35K and leaving 641 shares worth $480K. The position accounts for 0.29% of the portfolio, ranked #56.

Kerntke Otto McGlone Wealth Management Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.86M in Q2 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 641 shares of iShares Core S&P 500 ETF worth $480K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
  • iShares Core S&P 500 ETF made up 0.29% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #56 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's iShares Core S&P 500 ETF position peaked at $2.86M in Q2 2021.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.