GGM Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

GGM Wealth 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
2025 Q1	$490K	Buy	886 +5	+0.6%	+$2.95K	0.27%	75
2024 Q4	$519K	Sell	881 -11	-1%	-$6.51K	0.27%	72
2024 Q3	$514K	Sell	892 -31	-3%	-$17.2K	0.22%	78
2024 Q2	$505K	Buy	923 +48	+5%	+$25.2K	0.23%	77
2024 Q1	$457K	Buy	875 +146	+20%	+$73.1K	0.21%	80
2023 Q4	$357K	Hold	729	–	–	0.15%	100
2023 Q3	$315K	Hold	729	–	–	0.14%	104
2023 Q2	$324K	Buy	+729	New	+$307K	0.13%	105
2023 Q1	–	Sell	-680	Closed	-$265K	–	96
2022 Q4	$265K	Buy	680 +126	+23%	+$48.6K	0.14%	106
2022 Q3	$214K	Hold	554	–	–	0.12%	126
2022 Q2	$212K	Sell	554 -66	-11%	-$27.1K	0.12%	123
2022 Q1	$277K	Buy	+620	New	+$277K	0.14%	120

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

GGM Wealth Advisors's IVV Position: Q1 2025 in Review

GGM Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.57% in Q1 2025, buying an estimated $2.95K and bringing the position to 886 shares worth $490K. The position accounts for 0.27% of the portfolio, ranked #75.

GGM Wealth Advisors first reported a position in IVV in Q1 2022 and has held it in 12 quarters since. The position peaked at $519K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

GGM Wealth Advisors held 886 shares of iShares Core S&P 500 ETF worth $490K as of Q1 2025.
GGM Wealth Advisors bought 5 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $2.95K.
iShares Core S&P 500 ETF made up 0.27% of GGM Wealth Advisors's portfolio in Q1 2025, its #75 holding.
GGM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's iShares Core S&P 500 ETF position peaked at $519K in Q4 2024.
3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.