KKM Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

KKM Financial’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	$317K	Sell	423 -6,303	-94%	-$4.59M	0.04%	148
2026 Q1	$4.61M	Hold	6,726	–	–	0.82%	55
2025 Q4	$4.61M	Buy	6,726 +5,900	+714%	+$4.01M	0.82%	55
2025 Q3	$553K	Sell	826 -82	-9%	-$52.8K	0.17%	92
2025 Q2	$564K	Hold	908	–	–	0.2%	91
2025 Q1	$510K	Sell	908 -229	-20%	-$135K	0.22%	91
2024 Q4	$669K	Hold	1,137	–	–	0.28%	80
2024 Q3	$656K	Buy	1,137 +165	+17%	+$91.7K	0.32%	73
2024 Q2	$524K	Hold	972	–	–	0.25%	92
2024 Q1	$511K	Hold	972	–	–	0.25%	93
2023 Q4	$464K	Buy	+972	New	+$435K	0.29%	78

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

KKM Financial's IVV Position: Q2 2026 in Review

KKM Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 94% in Q2 2026, selling an estimated $4.59M and leaving 423 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #148.

KKM Financial first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.61M in Q1 2026. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KKM Financial held 423 shares of iShares Core S&P 500 ETF worth $317K as of Q2 2026.
KKM Financial sold 6,303 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.59M.
iShares Core S&P 500 ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #148 holding.
KKM Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares Core S&P 500 ETF position peaked at $4.61M in Q1 2026.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.