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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

GAMMA Investing's IVV Position: Q2 2026 in Review

GAMMA Investing increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $935K and bringing the position to 7,859 shares worth $5.89M. The position accounts for 0.22% of the portfolio, ranked #69.

GAMMA Investing first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • GAMMA Investing held 7,859 shares of iShares Core S&P 500 ETF worth $5.89M as of Q2 2026.
  • GAMMA Investing bought 1,284 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $935K.
  • iShares Core S&P 500 ETF made up 0.22% of GAMMA Investing's portfolio in Q2 2026, its #69 holding.
  • GAMMA Investing first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.