Game Plan Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Game Plan Financial 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	$105K	Hold	161	–	–	0.05%	102
2025 Q4	$110K	Sell	161 -5	-3%	-$3.4K	0.04%	103
2025 Q3	$111K	Hold	166	–	–	0.05%	105
2025 Q2	$103K	Hold	166	–	–	0.05%	109
2025 Q1	$93.3K	Buy	166 +27	+19%	+$15.9K	0.05%	117
2024 Q4	$81.9K	Hold	139	–	–	0.04%	122
2024 Q3	$80.2K	Hold	139	–	–	0.04%	127
2024 Q2	$76.1K	Hold	139	–	–	0.04%	134
2024 Q1	$73.1K	Hold	139	–	–	0.04%	140
2023 Q4	$66.4K	Buy	+139	New	+$62.2K	0.04%	146

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 $374B AUM 17.66% 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

Game Plan Financial Advisors's IVV Position: Q1 2026 in Review

Game Plan Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 161 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #102.

Game Plan Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $111K in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Game Plan Financial Advisors held 161 shares of iShares Core S&P 500 ETF worth $105K as of Q1 2026.
Game Plan Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.05% of Game Plan Financial Advisors's portfolio in Q1 2026, its #102 holding.
Game Plan Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Game Plan Financial Advisors's iShares Core S&P 500 ETF position peaked at $111K in Q3 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.