GAMMA Investing
IVV icon

GAMMA Investing’s iShares Core S&P 500 ETF IVV Stock Holding History

GAMMA Investing’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 		$6.21M Buy
8,106
+247
+3% +$188K 0.21% 75
2026
Q2 		$5.89M Buy
7,859
+1,284
+20% +$935K 0.22% 69
2026
Q1 		$4.29M Sell
6,575
-1,221
-16% -$834K 0.2% 74
2025
Q4 		$5.34M Buy
7,796
+311
+4% +$211K 0.27% 57
2025
Q3 		$5.01M Buy
7,485
+809
+12% +$521K 0.28% 53
2025
Q2 		$4.15M Sell
6,676
-645
-9% -$370K 0.26% 56
2025
Q1 		$4.11M Buy
7,321
+1,032
+16% +$609K 0.31% 57
2024
Q4 		$3.7M Buy
6,289
+1,564
+33% +$926K 0.32% 49
2024
Q3 		$2.73M Buy
4,725
+174
+4% +$96.7K 0.27% 62
2024
Q2 		$2.49M Buy
4,551
+342
+8% +$180K 0.34% 42
2024
Q1 		$2.21M Buy
4,209
+2,370
+129% +$1.19M 0.45% 32
2023
Q4 		$892K Buy
+1,839
New +$823K 0.24% 65

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

GAMMA Investing's IVV Position: Q3 2026 in Review

GAMMA Investing increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q3 2026, buying an estimated $188K and bringing the position to 8,106 shares worth $6.21M. The position accounts for 0.21% of the portfolio, ranked #75.

GAMMA Investing first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,022 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • GAMMA Investing held 8,106 shares of iShares Core S&P 500 ETF worth $6.21M as of Q3 2026.
  • GAMMA Investing bought 247 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $188K.
  • iShares Core S&P 500 ETF made up 0.21% of GAMMA Investing's portfolio in Q3 2026, its #75 holding.
  • GAMMA Investing first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,022 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.