GC Wealth Management RIA’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$60.7M Buy
81,012
+22,076
+37% +$16.1M 3.5% 5
2026
Q1
$38.5M Buy
58,936
+22,564
+62% +$15.4M 1.59% 11
2025
Q4
$24.9M Buy
36,372
+11,475
+46% +$7.79M 0.91% 16
2025
Q3
$16.7M Buy
24,897
+12,829
+106% +$8.26M 0.55% 25
2025
Q2
$7.49M Buy
12,068
+7,434
+160% +$4.27M 0.61% 29
2025
Q1
$2.6M Buy
4,634
+10
+0.2% +$5.91K 0.48% 49
2024
Q4
$2.72M Buy
4,624
+10
+0.2% +$5.92K 0.48% 47
2024
Q3
$2.66M Buy
4,614
+48
+1% +$26.7K 0.46% 45
2024
Q2
$2.5M Buy
4,566
+416
+10% +$219K 0.49% 40
2024
Q1
$2.18M Buy
4,150
+1,100
+36% +$550K 0.44% 43
2023
Q4
$1.46M Buy
+3,050
New +$1.37M 0.66% 39

Other funds holding IVV

GC Wealth Management RIA's IVV Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Core S&P 500 ETF (IVV) stake by 37% in Q2 2026, buying an estimated $16.1M and bringing the position to 81,012 shares worth $60.7M. The position accounts for 3.5% of the portfolio, ranked #5.

GC Wealth Management RIA first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • GC Wealth Management RIA held 81,012 shares of iShares Core S&P 500 ETF worth $60.7M as of Q2 2026.
  • GC Wealth Management RIA bought 22,076 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.1M.
  • iShares Core S&P 500 ETF made up 3.5% of GC Wealth Management RIA's portfolio in Q2 2026, its #5 holding.
  • GC Wealth Management RIA first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.