Ownership history in King Wealth Management Group · 44 quarters on record
This page tracks every 13F SEC filing in which King Wealth Management Group reported a position in ISHARES S&P 500 INDEX (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 170,844 | +2,270 | +1.3% | 14.10% | $117.0M | $683.12 |
| 2025 Q3 | ADDED | 168,574 | +5,128 | +3.1% | 14.18% | $112.8M | $665.17 |
| 2025 Q2 | ADDED | 163,446 | +4,329 | +2.7% | 13.77% | $101.5M | $615.21 |
| 2025 Q1 | ADDED | 159,117 | +1,962 | +1.2% | 13.55% | $89.4M | $555.02 |
| 2024 Q4 | ADDED | 157,155 | +8,150 | +5.5% | 13.50% | $92.5M | $579.67 |
| 2024 Q3 | ADDED | 149,005 | +163 | +0.1% | 13.39% | $85.9M | $566.00 |
| 2024 Q2 | ADDED | 148,842 | +785 | +0.5% | 13.58% | $81.5M | $534.89 |
| 2024 Q1 | ADDED | 148,057 | +2,959 | +2.0% | 13.65% | $77.8M | $512.33 |
| 2023 Q4 | ADDED | 145,098 | +607 | +0.4% | 13.40% | $69.3M | $463.98 |
| 2023 Q3 | ADDED | 144,491 | +3,166 | +2.2% | 13.08% | $62.0M | $415.48 |
As of 2025 Q4 — sorted by position size