Gallacher Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Gallacher Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.7M	Sell	3,602 -740	-17%	-$539K	1.51%	10
2026 Q1	$2.84M	Sell	4,342 -198	-4%	-$135K	1.09%	14
2025 Q4	$3.11M	Buy	4,540 +186	+4%	+$126K	1.2%	13
2025 Q3	$2.91M	Sell	4,354 -95	-2%	-$61.2K	1.15%	13
2025 Q2	$2.76M	Sell	4,449 -165	-4%	-$94.7K	1.28%	13
2025 Q1	$2.59M	Buy	4,614 +32	+0.7%	+$18.9K	1.26%	13
2024 Q4	$2.7M	Sell	4,582 -170	-4%	-$101K	1.34%	14
2024 Q3	$2.74M	Buy	4,752 +4	+0.1%	+$2.22K	1.26%	13
2024 Q2	$2.6M	Sell	4,748 -163	-3%	-$85.7K	1.37%	11
2024 Q1	$2.58M	Buy	4,911 +231	+5%	+$116K	1.31%	13
2023 Q4	$2.24M	Buy	4,680 +675	+17%	+$302K	1.25%	12
2023 Q3	$1.72M	Buy	4,005 +24	+0.6%	+$10.7K	1.07%	16
2023 Q2	$1.77M	Sell	3,981 -96	-2%	-$40.5K	1.02%	16
2023 Q1	$1.68M	Sell	4,077 -859	-17%	-$344K	1.01%	17
2022 Q4	$1.9M	Buy	+4,936	New	+$1.9M	1.15%	15

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Gallacher Capital Management's IVV Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, selling an estimated $539K and leaving 3,602 shares worth $2.7M. The position accounts for 1.51% of the portfolio, ranked #10.

Gallacher Capital Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q4 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gallacher Capital Management held 3,602 shares of iShares Core S&P 500 ETF worth $2.7M as of Q2 2026.
Gallacher Capital Management sold 740 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $539K.
iShares Core S&P 500 ETF made up 1.51% of Gallacher Capital Management's portfolio in Q2 2026, its #10 holding.
Gallacher Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's iShares Core S&P 500 ETF position peaked at $3.11M in Q4 2025.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.