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Kooman & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Kooman & Associates’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 		$15.9M Buy
21,248
+83
+0.4% +$60.4K 4.27% 5
2026
Q1 		$13.8M Buy
21,165
+342
+2% +$234K 4.12% 6
2025
Q4 		$14.3M Buy
20,823
+40
+0.2% +$27.2K 4.22% 6
2025
Q3 		$13.9M Buy
20,783
+129
+0.6% +$83.1K 4.29% 6
2025
Q2 		$12.8M Sell
20,654
-434
-2% -$249K 4.33% 6
2025
Q1 		$11.8M Sell
21,088
-353
-2% -$208K 4.35% 6
2024
Q4 		$12.6M Buy
21,441
+53
+0.2% +$31.4K 4.57% 6
2024
Q3 		$12.3M Sell
21,388
-16
-0.1% -$8.9K 4.56% 6
2024
Q2 		$11.7M Buy
21,404
+73
+0.3% +$38.4K 4.71% 6
2024
Q1 		$11.2M Sell
21,331
-1,099
-5% -$550K 4.67% 6
2023
Q4 		$10.7M Buy
22,430
+1,610
+8% +$721K 4.79% 6
2023
Q3 		$8.94M Sell
20,820
-434
-2% -$194K 4.52% 7
2023
Q2 		$9.47M Sell
21,254
-3,838
-15% -$1.62M 4.69% 7
2023
Q1 		$10.3M Sell
25,092
-64,178
-72% -$25.7M 5.58% 7
2022
Q4 		$34.3M Buy
+89,270
New +$34.5M 33.79% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Kooman & Associates's IVV Position: Q2 2026 in Review

Kooman & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q2 2026, buying an estimated $60.4K and bringing the position to 21,248 shares worth $15.9M. The position accounts for 4.27% of the portfolio, ranked #5.

Kooman & Associates first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.3M in Q4 2022. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Kooman & Associates held 21,248 shares of iShares Core S&P 500 ETF worth $15.9M as of Q2 2026.
  • Kooman & Associates bought 83 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Core S&P 500 ETF made up 4.27% of Kooman & Associates's portfolio in Q2 2026, its #5 holding.
  • Kooman & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's iShares Core S&P 500 ETF position peaked at $34.3M in Q4 2022.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.