Garden State Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Garden State Investment Advisory Services’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	$2.29M	Sell	3,509 -531	-13%	-$363K	0.5%	53
2025 Q4	$2.77M	Buy	4,040 +17	+0.4%	+$11.5K	0.61%	44
2025 Q3	$2.69M	Sell	4,023 -22	-0.5%	-$14.2K	0.6%	44
2025 Q2	$2.51M	Buy	4,045 +192	+5%	+$110K	0.63%	42
2025 Q1	$2.17M	Buy	3,853 +379	+11%	+$224K	0.69%	40
2024 Q4	$2.05M	Buy	3,474 +281	+9%	+$166K	0.61%	43
2024 Q3	$1.84M	Sell	3,193 -353	-10%	-$196K	0.59%	40
2024 Q2	$1.94M	Sell	3,546 -122	-3%	-$64.2K	0.67%	33
2024 Q1	$1.93M	Buy	3,668 +250	+7%	+$125K	0.7%	32
2023 Q4	$1.63M	Buy	3,418 +376	+12%	+$168K	0.65%	35
2023 Q3	$1.31M	Sell	3,042 -167	-5%	-$74.7K	0.6%	35
2023 Q2	$1.43M	Buy	3,209 +635	+25%	+$268K	0.56%	34
2023 Q1	$1.06M	Sell	2,574 -9	-0.3%	-$3.61K	0.46%	43
2022 Q4	$993K	Buy	+2,583	New	+$997K	0.59%	36

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

Garden State Investment Advisory Services's IVV Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, selling an estimated $363K and leaving 3,509 shares worth $2.29M. The position accounts for 0.5% of the portfolio, ranked #53.

Garden State Investment Advisory Services first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Garden State Investment Advisory Services held 3,509 shares of iShares Core S&P 500 ETF worth $2.29M as of Q1 2026.
Garden State Investment Advisory Services sold 531 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $363K.
iShares Core S&P 500 ETF made up 0.5% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #53 holding.
Garden State Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.