MKA
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M. Kulyk & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

M. Kulyk & 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
Q1 		$942K Hold
1,442
– – 0.18% 58
2025
Q4 		$988K Buy
1,442
+285
+25% +$194K 0.19% 53
2025
Q3 		$774K Buy
1,157
+11
+1% +$7.08K 0.16% 57
2025
Q2 		$712K Sell
1,146
-69
-6% -$39.6K 0.15% 61
2025
Q1 		$683K Buy
1,215
+412
+51% +$243K 0.16% 62
2024
Q4 		$473K Hold
803
– – 0.1% 70
2024
Q3 		$463K Sell
803
-3
-0.4% -$1.67K 0.09% 71
2024
Q2 		$441K Buy
+806
New +$424K 0.1% 72

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M. Kulyk & Associates's IVV Position: Q1 2026 in Review

M. Kulyk & Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,442 shares worth $942K. The position accounts for 0.18% of the portfolio, ranked #58.

M. Kulyk & Associates first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $988K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • M. Kulyk & Associates held 1,442 shares of iShares Core S&P 500 ETF worth $942K as of Q1 2026.
  • M. Kulyk & Associates left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.18% of M. Kulyk & Associates's portfolio in Q1 2026, its #58 holding.
  • M. Kulyk & Associates first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • M. Kulyk & Associates's iShares Core S&P 500 ETF position peaked at $988K in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.