KWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$63.7M Buy
102,601
+7,357
+8% +$4.57M 37.6% 2
2025
Q1 		$53.5M Sell
95,244
-382
-0.4% -$215K 36.68% 2
2024
Q4 		$56.3M Buy
+95,626
New +$56.3M 45.14% 1