iShares S&P 500 Index shares owned by KKM Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KKM Financial
from 13F filings
Historical chart of KKM Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by KKM Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 826 | 669.30 |
| 2025-06-30 | $564k | 908 | 620.90 |
| 2025-03-31 | $510k | 908 | 561.90 |
| 2024-12-31 | $669k | 1.1k | 588.68 |
| 2024-09-30 | $656k | 1.1k | 576.82 |
| 2024-03-31 | $511k | 972 | 525.73 |
| 2023-12-31 | $464k | 972 | 477.63 |