GWP
IVV icon

Gateway Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Gateway Wealth Partners’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 		$59.3M Sell
79,120
-19,957
-20% -$14.5M 3.55% 1
2026
Q1 		$64.7M Buy
99,077
+80,127
+423% +$54.7M 2.52% 1
2025
Q4 		$13M Buy
18,950
+1,827
+11% +$1.24M 1.44% 10
2025
Q3 		$11.5M Buy
17,123
+1,455
+9% +$937K 1.55% 7
2025
Q2 		$9.73M Sell
15,668
-8,477
-35% -$4.87M 1.85% 5
2025
Q1 		$13.6M Buy
24,145
+67
+0.3% +$39.6K 3.05% 2
2024
Q4 		$14.2M Sell
24,078
-5,837
-20% -$3.45M 3.67% 2
2024
Q3 		$17.3M Buy
29,915
+1,551
+5% +$862K 4.76% 2
2024
Q2 		$15.5M Buy
28,364
+1,608
+6% +$846K 4.69% 1
2024
Q1 		$14.1M Sell
26,756
-2,566
-9% -$1.28M 5.05% 2
2023
Q4 		$14M Buy
29,322
+7,628
+35% +$3.41M 5.64% 2
2023
Q3 		$9.32M Buy
21,694
+6,185
+40% +$2.77M 1.68% 11
2023
Q2 		$6.91M Buy
15,509
+175
+1% +$73.7K 1.24% 16
2023
Q1 		$6.3M Buy
15,334
+1,184
+8% +$475K 0.97% 22
2022
Q4 		$5.44M Buy
+14,150
New +$5.46M 0.93% 23

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Gateway Wealth Partners's IVV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $14.5M and leaving 79,120 shares worth $59.3M. The position accounts for 3.55% of the portfolio, ranked #1.

Gateway Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.7M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Gateway Wealth Partners held 79,120 shares of iShares Core S&P 500 ETF worth $59.3M as of Q2 2026.
  • Gateway Wealth Partners sold 19,957 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.5M.
  • iShares Core S&P 500 ETF made up 3.55% of Gateway Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Gateway Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares Core S&P 500 ETF position peaked at $64.7M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.