GGS
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Galvin Gaustad & Stein’s iShares Core S&P 500 ETF IVV Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$8.26M Buy
10,787
+11
+0.1% +$8.39K 0.62% 54
2026
Q2 		$8.07M Buy
10,776
+384
+4% +$280K 0.6% 56
2026
Q1 		$6.79M Buy
10,392
+1,570
+18% +$1.07M 0.54% 57
2025
Q4 		$6.04M Buy
8,822
+1,705
+24% +$1.16M 0.47% 65
2025
Q3 		$4.76M Sell
7,117
-174
-2% -$112K 0.39% 67
2025
Q2 		$4.53M Sell
7,291
-60
-0.8% -$34.5K 0.39% 64
2025
Q1 		$4.13M Sell
7,351
-16
-0.2% -$9.45K 0.37% 62
2024
Q4 		$4.34M Sell
7,367
-1,465
-17% -$867K 0.39% 61
2024
Q3 		$5.09M Buy
8,832
+2,411
+38% +$1.34M 0.45% 57
2024
Q2 		$3.51M Buy
6,421
+653
+11% +$343K 0.33% 58
2024
Q1 		$3.03M Buy
5,768
+25
+0.4% +$12.5K 0.28% 59
2023
Q4 		$2.74M Sell
5,743
-95
-2% -$42.5K 0.26% 64
2023
Q3 		$2.51M Sell
5,838
-36
-0.6% -$16.1K 0.25% 70
2023
Q2 		$2.62M Sell
5,874
-289
-5% -$122K 0.25% 69
2023
Q1 		$2.53M Sell
6,163
-992
-14% -$398K 0.25% 68
2022
Q4 		$2.75M Buy
7,155
+7
+0.1% +$2.7K 0.28% 68
2022
Q3 		$2.56M Sell
7,148
-228
-3% -$91K 0.27% 71
2022
Q2 		$2.8M Sell
7,376
-133
-2% -$54.7K 0.28% 67
2022
Q1 		$3.41M Sell
7,509
-567
-7% -$254K 0.31% 73
2021
Q4 		$3.85M Sell
8,076
-786
-9% -$362K 0.33% 74
2021
Q3 		$3.82M Sell
8,862
-2,183
-20% -$967K 0.37% 71
2021
Q2 		$4.75M Sell
11,045
-857
-7% -$359K 0.45% 68
2021
Q1 		$4.74M Sell
11,902
-1,470
-11% -$569K 0.48% 64
2020
Q4 		$5.02M Buy
+13,372
New +$4.76M 0.53% 58

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Galvin Gaustad & Stein's IVV Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q3 2026, buying an estimated $8.39K and bringing the position to 10,787 shares worth $8.26M. The position accounts for 0.62% of the portfolio, ranked #54.

Galvin Gaustad & Stein first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Galvin Gaustad & Stein held 10,787 shares of iShares Core S&P 500 ETF worth $8.26M as of Q3 2026.
  • Galvin Gaustad & Stein bought 11 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $8.39K.
  • iShares Core S&P 500 ETF made up 0.62% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #54 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.