KIG
IVV icon

Kowal Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Kowal Investment Group’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
2024
Q3 		$1.34M Sell
2,315
-170
-7% -$94.5K 0.25% 62
2024
Q2 		$1.36M Buy
2,485
+6
+0.2% +$3.15K 0.27% 58
2024
Q1 		$1.3M Sell
2,479
-286
-10% -$143K 0.28% 58
2023
Q4 		$1.32M Buy
2,765
+108
+4% +$48.3K 0.31% 43
2023
Q3 		$1.14M Sell
2,657
-1,105
-29% -$494K 0.31% 48
2023
Q2 		$1.68M Sell
3,762
-1,195
-24% -$504K 0.45% 27
2023
Q1 		$2.04M Sell
4,957
-536
-10% -$215K 0.58% 24
2022
Q4 		$2.11M Buy
5,493
+783
+17% +$302K 0.63% 24
2022
Q3 		$1.69M Sell
4,710
-157
-3% -$62.7K 0.57% 22
2022
Q2 		$1.84M Buy
4,867
+1,029
+27% +$423K 0.6% 17
2022
Q1 		$1.74M Buy
3,838
+2,685
+233% +$1.2M 0.53% 20
2021
Q4 		$550K Buy
1,153
+264
+30% +$122K 0.16% 48
2021
Q3 		$383K Hold
889
– – 0.12% 63
2021
Q2 		$382K Buy
889
+115
+15% +$48.2K 0.14% 62
2021
Q1 		$308K Buy
774
+211
+37% +$81.7K 0.12% 67
2020
Q4 		$214K Buy
+563
New +$200K 0.1% 83

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kowal Investment Group's IVV Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q3 2024, selling an estimated $94.5K and leaving 2,315 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #62.

Kowal Investment Group first reported a position in IVV in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.11M in Q4 2022. 3,203 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • Kowal Investment Group held 2,315 shares of iShares Core S&P 500 ETF worth $1.34M as of Q3 2024.
  • Kowal Investment Group sold 170 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $94.5K.
  • iShares Core S&P 500 ETF made up 0.25% of Kowal Investment Group's portfolio in Q3 2024, its #62 holding.
  • Kowal Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's iShares Core S&P 500 ETF position peaked at $2.11M in Q4 2022.
  • 3,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.