Kirr Marbach & Co
IVV icon

Kirr Marbach & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Kirr Marbach & Co’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
Q3 		$460K Sell
600
-54
-8% -$41.2K 0.09% 50
2026
Q2 		$490K Hold
654
– – 0.08% 49
2026
Q1 		$427K Hold
654
– – 0.08% 49
2025
Q4 		$448K Hold
654
– – 0.09% 50
2025
Q3 		$438K Buy
+654
New +$421K 0.08% 48

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Kirr Marbach & Co's IVV Position: Q3 2026 in Review

Kirr Marbach & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 8.3% in Q3 2026, selling an estimated $41.2K and leaving 600 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #50.

Kirr Marbach & Co first reported a position in IVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $490K in Q2 2026. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Kirr Marbach & Co held 600 shares of iShares Core S&P 500 ETF worth $460K as of Q3 2026.
  • Kirr Marbach & Co sold 54 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $41.2K.
  • iShares Core S&P 500 ETF made up 0.09% of Kirr Marbach & Co's portfolio in Q3 2026, its #50 holding.
  • Kirr Marbach & Co first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • Kirr Marbach & Co's iShares Core S&P 500 ETF position peaked at $490K in Q2 2026.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.