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iShares S&P 500 Index shares owned by Kmt Wealth Management

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

Historical chart of Kmt 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 Kmt 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 Kmt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $69M 103k 669.30
2025-06-30 $64M 103k 620.90
2025-03-31 $54M 95k 561.90
2024-12-31 $56M 96k 588.68

More positions owned by Kmt Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Broadcom (AVGO)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Kmt Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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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