KRM Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
KRM Wealth Management's IVV Position: Q2 2026 in Review
KRM Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $43.7K and bringing the position to 379 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #37.
KRM Wealth Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,108 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- KRM Wealth Management held 379 shares of iShares Core S&P 500 ETF worth $284K as of Q2 2026.
- KRM Wealth Management bought 60 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43.7K.
- iShares Core S&P 500 ETF made up 0.12% of KRM Wealth Management's portfolio in Q2 2026, its #37 holding.
- KRM Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,108 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.