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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Galvin Gaustad & Stein's IVV Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, buying an estimated $280K and bringing the position to 10,776 shares worth $8.07M. The position accounts for 0.6% of the portfolio, ranked #56.

Galvin Gaustad & Stein first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Galvin Gaustad & Stein held 10,776 shares of iShares Core S&P 500 ETF worth $8.07M as of Q2 2026.
  • Galvin Gaustad & Stein bought 384 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280K.
  • iShares Core S&P 500 ETF made up 0.6% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #56 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.