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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.23K Buy
+8
New +$5.46K ﹤0.01% 124
2025
Q4
Sell
-651
Closed -$435K 98
2025
Q3
$435K Buy
651
+26
+4% +$16.7K 0.22% 71
2025
Q2
$388K Sell
625
-239
-28% -$137K 0.22% 72
2025
Q1
$485K Buy
864
+169
+24% +$99.8K 0.33% 61
2024
Q4
$409K Buy
+695
New +$411K 0.33% 61

Other funds holding IVV

Kiker Wealth Management's IVV Position: Q1 2026 in Review

Kiker Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 8 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #124 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in IVV as recently as Q3 2025.

Kiker Wealth Management first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $485K in Q1 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Kiker Wealth Management held 8 shares of iShares Core S&P 500 ETF worth $5.23K as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Kiker Wealth Management position in Q1 2026.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Kiker Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Kiker Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • Kiker Wealth Management's iShares Core S&P 500 ETF position peaked at $485K in Q1 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.