Kirtland Hills Capital 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
$524K Buy
735
+108
+17% +$73.7K 0.17% 113
2025
Q4
$429K Hold
627
0.15% 118
2025
Q3
$419K Hold
627
0.17% 121
2025
Q2
$389K Buy
+627
New +$360K 0.18% 117
2024
Q4
Sell
-387
Closed -$223K 133
2024
Q3
$223K Hold
387
0.12% 129
2024
Q2
$212K Hold
387
0.18% 115
2024
Q1
$201K Buy
+387
New +$194K 0.17% 118

Other funds holding IVV

Kirtland Hills Capital Management's IVV Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $73.7K and bringing the position to 735 shares worth $524K. The position accounts for 0.17% of the portfolio, ranked #113.

Kirtland Hills Capital Management first reported a position in IVV in Q1 2024 and has held it in 7 quarters since. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Kirtland Hills Capital Management held 735 shares of iShares Core S&P 500 ETF worth $524K as of Q1 2026.
  • Kirtland Hills Capital Management bought 108 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $73.7K.
  • iShares Core S&P 500 ETF made up 0.17% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #113 holding.
  • Kirtland Hills Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.