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iShares S&P 500 Index shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by KDK Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 10k 669.39
2025-06-30 $6.0M 9.6k 620.87

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index