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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gateway Wealth Partners's IVV Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 423% in Q1 2026, buying an estimated $54.7M and bringing the position to 99,077 shares worth $64.7M. The position accounts for 2.52% of the portfolio, ranked #1.

Gateway Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Gateway Wealth Partners held 99,077 shares of iShares Core S&P 500 ETF worth $64.7M as of Q1 2026.
  • Gateway Wealth Partners bought 80,127 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $54.7M.
  • iShares Core S&P 500 ETF made up 2.52% of Gateway Wealth Partners's portfolio in Q1 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 14 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.