KLCM Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

KLCM Advisors’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 Q1	$1.5M	Buy	2,294 +314	+16%	+$214K	0.13%	98
2025 Q4	$1.36M	Buy	+1,980	New	+$1.34M	0.12%	96
2017 Q3	–	Sell	-1,200	Closed	-$292K	–	91
2017 Q2	$292K	Hold	1,200	–	–	0.08%	65
2017 Q1	$285K	Hold	1,200	–	–	0.08%	59
2016 Q4	$270K	Hold	1,200	–	–	0.08%	64
2016 Q3	$261K	Hold	1,200	–	–	0.08%	62
2016 Q2	$253K	Hold	1,200	–	–	0.09%	65
2016 Q1	$248K	Hold	1,200	–	–	0.09%	60
2015 Q4	$246K	Hold	1,200	–	–	0.09%	57
2015 Q3	$231K	Buy	+1,200	New	+$245K	0.08%	62

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

KLCM Advisors's IVV Position: Q1 2026 in Review

KLCM Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2026, buying an estimated $214K and bringing the position to 2,294 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #98.

KLCM Advisors first reported a position in IVV in Q3 2015 and has held it in 10 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

KLCM Advisors held 2,294 shares of iShares Core S&P 500 ETF worth $1.5M as of Q1 2026.
KLCM Advisors bought 314 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $214K.
iShares Core S&P 500 ETF made up 0.13% of KLCM Advisors's portfolio in Q1 2026, its #98 holding.
KLCM Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 10 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.