King Wealth Management Group / IVV
King Wealth Management Group’s Ishares Tr Position
Does King Wealth Management Group own Ishares Tr (IVV)? Yes — 172.0K shares worth $112M (+14.05% of its 13F portfolio) as of Q1 2026, up from 170.8K shares the prior filed quarter.
Position Value
$112M
Q1 2026
Shares
172.0K
% of Portfolio
+14.05%
Quarters Held
29
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 172.0K | $112M | +14.05% |
| Q4 2025 | 170.8K | $117M | +14.10% |
| Q3 2025 | 168.6K | $113M | +14.18% |
| Q2 2025 | 163.4K | $101M | +13.77% |
| Q1 2025 | 159.1K | $89M | +13.55% |
| Q4 2024 | 157.2K | $93M | +13.50% |
| Q3 2024 | 149.0K | $86M | +13.39% |
| Q2 2024 | 148.8K | $81M | +13.58% |
| Q1 2024 | 148.1K | $78M | +13.65% |
| Q4 2023 | 145.1K | $69M | +13.40% |
| Q3 2023 | 144.5K | $62M | +13.08% |
| Q2 2023 | 141.3K | $63M | +12.73% |
| Q1 2023 | 137.3K | $56M | +12.47% |
| Q4 2022 | 134.0K | $51M | +12.31% |
| Q3 2022 | 130.2K | $47M | +11.87% |
| Q2 2022 | 126.6K | $48M | +11.49% |
| Q1 2022 | 116.7K | $53M | +10.40% |
| Q4 2021 | 108.6K | $52M | +9.62% |
| Q3 2021 | 106.0K | $46M | +9.35% |
| Q2 2021 | 102.9K | $44M | +9.04% |
| Q1 2021 | 92.4K | $37M | +8.25% |
| Q4 2020 | 89.1K | $33M | +7.84% |
| Q3 2020 | 88.3K | $30M | +7.70% |
| Q2 2020 | 86.1K | $27M | +7.83% |
| Q1 2020 | 80.9K | $21M | +9.03% |
| Q4 2019 | 114.4K | $37M | +9.79% |
| Q3 2019 | 112.5K | $34M | +9.63% |
| Q2 2019 | 103.9K | $31M | +9.15% |
| Q1 2019 | 98.6K | $28M | +8.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See King Wealth Management Group’s full portfolio or all institutional holders of IVV.