KMT Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

KMT Wealth 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	$207K	Sell	276 -99,831	-100%	-$72.7M	0.17%	102
2026 Q1	$65.4M	Buy	100,107 +25	+0%	+$17.1K	35.53%	2
2025 Q4	$68.6M	Sell	100,082 -2,701	-3%	-$1.83M	36.69%	2
2025 Q3	$68.8M	Buy	102,783 +182	+0.2%	+$117K	37.05%	2
2025 Q2	$63.7M	Buy	102,601 +7,357	+8%	+$4.22M	37.6%	2
2025 Q1	$53.5M	Sell	95,244 -382	-0.4%	-$226K	36.68%	2
2024 Q4	$56.3M	Buy	+95,626	New	+$56.6M	45.14%	1

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

KMT Wealth Management's IVV Position: Q2 2026 in Review

KMT Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 100% in Q2 2026, selling an estimated $72.7M and leaving 276 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #102.

KMT Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.8M in Q3 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

KMT Wealth Management held 276 shares of iShares Core S&P 500 ETF worth $207K as of Q2 2026.
KMT Wealth Management sold 99,831 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.7M.
iShares Core S&P 500 ETF made up 0.17% of KMT Wealth Management's portfolio in Q2 2026, its #102 holding.
KMT Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
KMT Wealth Management's iShares Core S&P 500 ETF position peaked at $68.8M in Q3 2025.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.