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 Q2	$6.38M	Buy	8,525 +1,677	+24%	+$1.22M	0.21%	38
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Fiduciary Advisors's IVV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, buying an estimated $1.22M and bringing the position to 8,525 shares worth $6.38M. The position accounts for 0.21% of the portfolio, ranked #38.

Gallagher Fiduciary Advisors first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gallagher Fiduciary Advisors held 8,525 shares of iShares Core S&P 500 ETF worth $6.38M as of Q2 2026.
Gallagher Fiduciary Advisors bought 1,677 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
iShares Core S&P 500 ETF made up 0.21% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #38 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.