KC
IVV icon

Kinloch Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Kinloch Capital’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 		$211K Buy
+282
New +$205K 0.08% 77
2025
Q1 		– Sell
-374
Closed -$220K – 80
2024
Q4 		$220K Hold
374
– – 0.11% 73
2024
Q3 		$216K Hold
374
– – 0.1% 81
2024
Q2 		$205K Buy
+374
New +$197K 0.11% 76
2021
Q1 		– Sell
-282
Closed -$106K – 126
2020
Q4 		$106K Buy
+282
New +$100K 0.09% 69

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

Kinloch Capital's IVV Position: Q2 2026 in Review

Kinloch Capital opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 282 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Kinloch Capital previously reported a position in IVV as recently as Q4 2024.

Kinloch Capital first reported a position in IVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $220K in Q4 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kinloch Capital held 282 shares of iShares Core S&P 500 ETF worth $211K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Kinloch Capital position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Kinloch Capital's portfolio in Q2 2026, its #77 holding.
  • Kinloch Capital first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
  • Kinloch Capital's iShares Core S&P 500 ETF position peaked at $220K in Q4 2024.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.