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iShares S&P 500 Index shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 8.5k 669.29
2025-06-30 $5.4M 8.6k 620.87
2025-03-31 $4.9M 8.7k 561.91
2024-12-31 $5.1M 8.7k 588.67
2024-09-30 $5.1M 8.8k 576.80
2024-06-30 $4.8M 8.8k 547.24
2024-03-31 $4.0M 7.6k 525.73
2023-12-31 $3.9M 8.2k 477.63
2023-09-30 $3.5M 8.3k 429.43
2023-06-30 $3.9M 8.7k 445.71
2023-03-31 $3.6M 8.8k 411.08
2022-12-31 $3.5M 9.2k 384.21
2022-09-30 $3.4M 9.6k 358.61
2022-06-30 $3.6M 9.6k 379.19
2022-03-31 $4.4M 9.8k 453.72
2021-12-31 $4.8M 10k 476.99
2021-09-30 $4.3M 10k 430.86
2021-06-30 $4.4M 10k 432.86
2021-03-31 $4.0M 10k 397.85
2020-12-31 $3.9M 10k 375.38
2020-09-30 $3.6M 11k 336.07
2020-06-30 $3.4M 11k 309.69
2020-03-31 $2.8M 11k 258.44
2019-12-31 $1.1M 3.3k 323.17
2019-09-30 $873k 2.9k 298.67
2019-06-30 $1.5M 5.2k 294.71
2019-03-31 $1.5M 5.4k 284.61
2018-12-31 $3.0M 12k 251.62
2018-09-30 $4.1M 14k 292.72
2018-06-30 $4.1M 15k 273.04
2018-03-31 $4.1M 16k 265.37
2017-12-31 $4.4M 16k 268.82
2017-09-30 $4.3M 17k 252.95
2017-06-30 $4.2M 17k 243.43
2017-03-31 $4.2M 18k 237.25
2016-12-31 $5.1M 23k 224.98
2016-09-30 $5.1M 24k 217.57
2016-06-30 $5.0M 24k 210.50
2016-03-31 $4.0M 19k 206.66
2015-12-31 $3.9M 19k 204.86
2015-09-30 $3.7M 19k 192.69
2015-06-30 $1.2M 5.9k 207.21
2015-03-31 $1.2M 5.5k 213.02
2014-12-31 $1.1M 5.4k 206.15

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
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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