Gallagher Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Gallagher Capital Advisors’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	$9.71M	Buy	+12,967	New	+$9.44M	5.55%	3
2026 Q1	–	Sell	-10,125	Closed	-$6.94M	–	71
2025 Q4	$6.94M	Sell	10,125 -9	-0.1%	-$6.11K	4.48%	5
2025 Q3	$20.9M	Buy	10,134 +24	+0.2%	+$15.5K	12.05%	2
2025 Q2	$6.46M	Buy	10,110 +515	+5%	+$296K	5.22%	4
2025 Q1	$5.39M	Buy	9,595 +195	+2%	+$115K	4.11%	4
2024 Q4	$5.53M	Buy	+9,400	New	+$5.56M	4.03%	4

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

Gallagher Capital Advisors's IVV Position: Q2 2026 in Review

Gallagher Capital Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 12,967 shares worth $9.71M. The stake represents 5.55% of the portfolio and ranks #3 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in IVV as recently as Q4 2025.

Gallagher Capital Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.9M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gallagher Capital Advisors held 12,967 shares of iShares Core S&P 500 ETF worth $9.71M as of Q2 2026.
iShares Core S&P 500 ETF was a new Gallagher Capital Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 5.55% of Gallagher Capital Advisors's portfolio in Q2 2026, its #3 holding.
Gallagher Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's iShares Core S&P 500 ETF position peaked at $20.9M in Q3 2025.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.