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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $656k 1.1k 576.82
2024-03-31 $511k 972 525.73
2023-12-31 $464k 972 477.63

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding iShares S&P 500 Index

BlackRock
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Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index