KMC
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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Kirr Marbach & Co's IVV Position: Q2 2026 in Review

Kirr Marbach & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 654 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #49.

Kirr Marbach & Co first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kirr Marbach & Co held 654 shares of iShares Core S&P 500 ETF worth $490K as of Q2 2026.
  • Kirr Marbach & Co left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Kirr Marbach & Co's portfolio in Q2 2026, its #49 holding.
  • Kirr Marbach & Co first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.