KM Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

KM Capital Management’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	$511K	Buy	+683	New	+$497K	0.24%	40
2026 Q1	–	Sell	-939	Closed	-$643K	–	84
2025 Q4	$643K	Buy	939 +156	+20%	+$106K	0.33%	36
2025 Q3	$524K	Sell	783 -88	-10%	-$56.7K	0.24%	38
2025 Q2	$541K	Sell	871 -274	-24%	-$157K	0.27%	37
2025 Q1	$643K	Buy	+1,145	New	+$676K	0.35%	36

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

KM Capital Management's IVV Position: Q2 2026 in Review

KM Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 683 shares worth $511K. The stake represents 0.24% of the portfolio and ranks #40 among its holdings. This is a return to the name: KM Capital Management previously reported a position in IVV as recently as Q4 2025.

KM Capital Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $643K in Q1 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KM Capital Management held 683 shares of iShares Core S&P 500 ETF worth $511K as of Q2 2026.
iShares Core S&P 500 ETF was a new KM Capital Management position in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of KM Capital Management's portfolio in Q2 2026, its #40 holding.
KM Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
KM Capital Management's iShares Core S&P 500 ETF position peaked at $643K in Q1 2025.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.