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

Gallagher Fiduciary 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 Q1	$4.47M	Buy	6,848 +493	+8%	+$337K	0.17%	29
2025 Q4	$4.35M	Buy	6,355 +64	+1%	+$43.5K	0.14%	43
2025 Q3	$4.21M	Sell	6,291 -223	-3%	-$144K	0.15%	36
2025 Q2	$4.04M	Sell	6,514 -567	-8%	-$326K	0.16%	32
2025 Q1	$3.98M	Sell	7,081 -215	-3%	-$127K	0.13%	43
2024 Q4	$4.29M	Buy	7,296 +892	+14%	+$528K	0.84%	27
2024 Q3	$3.69M	Buy	6,404 +2,633	+70%	+$1.46M	0.75%	27
2024 Q2	$2.06M	Sell	3,771 -444	-11%	-$233K	0.46%	29
2024 Q1	$2.22M	Sell	4,215 -33	-0.8%	-$16.5K	0.08%	36
2023 Q4	$2.03M	Buy	4,248 +507	+14%	+$227K	0.07%	34
2023 Q3	$1.61M	Sell	3,741 -390	-9%	-$174K	0.14%	34
2023 Q2	$1.84M	Sell	4,131 -282	-6%	-$119K	0.14%	40
2023 Q1	$1.82M	Buy	+4,413	New	+$1.77M	0.15%	40

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gallagher Fiduciary Advisors's IVV Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.8% in Q1 2026, buying an estimated $337K and bringing the position to 6,848 shares worth $4.47M. The position accounts for 0.17% of the portfolio, ranked #29.

Gallagher Fiduciary Advisors first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Gallagher Fiduciary Advisors held 6,848 shares of iShares Core S&P 500 ETF worth $4.47M as of Q1 2026.
Gallagher Fiduciary Advisors bought 493 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $337K.
iShares Core S&P 500 ETF made up 0.17% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #29 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.