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 Q2	$2.51M	Sell	3,345 -164	-5%	-$119K	0.45%	54
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Garden State Investment Advisory Services's IVV Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, selling an estimated $119K and leaving 3,345 shares worth $2.51M. The position accounts for 0.45% of the portfolio, ranked #54.

Garden State Investment Advisory Services first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.77M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Garden State Investment Advisory Services held 3,345 shares of iShares Core S&P 500 ETF worth $2.51M as of Q2 2026.
Garden State Investment Advisory Services sold 164 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $119K.
iShares Core S&P 500 ETF made up 0.45% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #54 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 15 quarters since.
Garden State Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.