LMKC
IVV icon

L.M. Kohn & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$390K Sell
582
-272
-32% -$175K 0.47% 68
2025
Q2 		$530K Sell
854
-718
-46% -$412K 0.14% 133
2025
Q1 		$883K Buy
1,572
+113
+8% +$66.7K 0.23% 94
2024
Q4 		$859K Sell
1,459
-77
-5% -$45.6K 0.22% 90
2024
Q3 		$886K Buy
1,536
+391
+34% +$217K 0.22% 98
2024
Q2 		$651K Sell
1,145
-182
-14% -$95.7K 0.18% 117
2024
Q1 		$698K Sell
1,327
-73
-5% -$36.5K 0.2% 110
2023
Q4 		$669K Buy
1,400
+11
+0.8% +$4.92K 0.21% 101
2023
Q3 		$596K Sell
1,389
-92
-6% -$41.2K 0.22% 98
2023
Q2 		$660K Buy
1,481
+169
+13% +$71.2K 0.25% 93
2023
Q1 		$539K Buy
1,312
+221
+20% +$88.6K 0.22% 106
2022
Q4 		$419K Hold
1,091
– – 0.2% 127
2022
Q3 		$392K Sell
1,091
-451
-29% -$180K 0.19% 132
2022
Q2 		$585K Buy
1,542
+64
+4% +$26.3K 0.27% 89
2022
Q1 		$671K Buy
+1,478
New +$661K 0.26% 95

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

L.M. Kohn & Company's IVV Position: Q3 2025 in Review

L.M. Kohn & Company reduced its iShares Core S&P 500 ETF (IVV) stake by 32% in Q3 2025, selling an estimated $175K and leaving 582 shares worth $390K. The position accounts for 0.47% of the portfolio, ranked #68.

L.M. Kohn & Company first reported a position in IVV in Q1 2022 and has held it in 15 quarters since. The position peaked at $886K in Q3 2024. 3,681 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • L.M. Kohn & Company held 582 shares of iShares Core S&P 500 ETF worth $390K as of Q3 2025.
  • L.M. Kohn & Company sold 272 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $175K.
  • iShares Core S&P 500 ETF made up 0.47% of L.M. Kohn & Company's portfolio in Q3 2025, its #68 holding.
  • L.M. Kohn & Company first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's iShares Core S&P 500 ETF position peaked at $886K in Q3 2024.
  • 3,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.