Gateway Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Gateway Investment Advisers’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	$4.56M	Buy	6,089 +3,898	+178%	+$2.84M	0.05%	181
2026 Q1	$1.43M	Buy	2,191 +116	+6%	+$79.2K	0.02%	289
2025 Q4	$1.42M	Buy	2,075 +1,575	+315%	+$1.07M	0.01%	331
2025 Q3	$335K	Buy	+500	New	+$322K	﹤0.01%	456
2024 Q1	–	Sell	-2,563	Closed	-$1.22M	–	514
2023 Q4	$1.22M	Hold	2,563	–	–	0.01%	306
2023 Q3	$1.1M	Sell	2,563 -5	-0.2%	-$2.24K	0.01%	306
2023 Q2	$1.14M	Sell	2,568 -1,030	-29%	-$434K	0.01%	307
2023 Q1	$1.48M	Hold	3,598	–	–	0.02%	307
2022 Q4	$1.38M	Hold	3,598	–	–	0.02%	335
2022 Q3	$1.29M	Buy	3,598 +2,060	+134%	+$823K	0.02%	342
2022 Q2	$583K	Hold	1,538	–	–	0.01%	404
2022 Q1	$698K	Hold	1,538	–	–	0.01%	399
2021 Q4	$734K	Hold	1,538	–	–	0.01%	369
2021 Q3	$663K	Hold	1,538	–	–	0.01%	388
2021 Q2	$661K	Hold	1,538	–	–	0.01%	394
2021 Q1	$612K	Hold	1,538	–	–	0.01%	395
2020 Q4	$577K	Hold	1,538	–	–	0.01%	394
2020 Q3	$517K	Buy	+1,538	New	+$512K	0.01%	389
2019 Q4	–	Sell	-10,507	Closed	-$3.14M	–	566
2019 Q3	$3.14M	Sell	10,507 -1,142,598	-99%	-$340M	0.03%	319
2019 Q2	$340M	Buy	1,153,105 +90,165	+8%	+$26.1M	3.07%	4
2019 Q1	$302M	Sell	1,062,940 -1,640	-0.2%	-$448K	2.68%	4
2018 Q4	$268M	Buy	1,064,580 +249,637	+31%	+$67.8M	2.53%	4
2018 Q3	$239M	Sell	814,943 -10,096	-1%	-$2.9M	2%	5
2018 Q2	$225M	Sell	825,039 -14,417	-2%	-$3.92M	1.99%	6
2018 Q1	$223M	Buy	839,456 +188,843	+29%	+$51.9M	1.98%	4
2017 Q4	$175M	Sell	650,613 -36,950	-5%	-$9.68M	1.49%	10
2017 Q3	$174M	Buy	687,563 +8,550	+1%	+$2.12M	1.51%	10
2017 Q2	$165M	Buy	679,013 +521,313	+331%	+$126M	1.48%	10
2017 Q1	$37.4M	Buy	157,700 +94,135	+148%	+$22M	0.34%	85
2016 Q4	$14.3M	Buy	+63,565	New	+$14M	0.13%	165

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Gateway Investment Advisers's IVV Position: Q2 2026 in Review

Gateway Investment Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 178% in Q2 2026, buying an estimated $2.84M and bringing the position to 6,089 shares worth $4.56M. The position accounts for 0.05% of the portfolio, ranked #181.

Gateway Investment Advisers first reported a position in IVV in Q4 2016 and has held it in 30 quarters since. The position peaked at $340M in Q2 2019. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gateway Investment Advisers held 6,089 shares of iShares Core S&P 500 ETF worth $4.56M as of Q2 2026.
Gateway Investment Advisers bought 3,898 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.84M.
iShares Core S&P 500 ETF made up 0.05% of Gateway Investment Advisers's portfolio in Q2 2026, its #181 holding.
Gateway Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 30 quarters since.
Gateway Investment Advisers's iShares Core S&P 500 ETF position peaked at $340M in Q2 2019.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.