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Garton & Associates Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Garton & Associates 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 		– Sell
-188
Closed -$129K – 403
2025
Q4 		$129K Buy
+188
New +$128K 0.07% 192

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Garton & Associates Financial Advisors's IVV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 188 shares — an estimated $129K sold.

Garton & Associates Financial Advisors first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 188 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $129K.
  • Garton & Associates Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Core S&P 500 ETF position peaked at $129K in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.