GHP Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

GHP Investment 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
2026 Q2	$3.85M	Buy	5,146 +223	+5%	+$162K	0.14%	180
2026 Q1	$3.22M	Buy	4,923 +303	+7%	+$207K	0.13%	182
2025 Q4	$3.16M	Buy	4,620 +134	+3%	+$91K	0.13%	188
2025 Q3	$3M	Buy	4,486 +3	+0.1%	+$1.93K	0.13%	187
2025 Q2	$2.78M	Sell	4,483 -153	-3%	-$87.8K	0.12%	194
2025 Q1	$2.6M	Buy	4,636 +84	+2%	+$49.6K	0.13%	201
2024 Q4	$2.68M	Buy	4,552 +87	+2%	+$51.5K	0.13%	202
2024 Q3	$2.58M	Buy	4,465 +13	+0.3%	+$7.23K	0.12%	209
2024 Q2	$2.44M	Sell	4,452 -45	-1%	-$23.7K	0.12%	208
2024 Q1	$2.36M	Sell	4,497 -123	-3%	-$61.5K	0.12%	213
2023 Q4	$2.21M	Buy	4,620 +17	+0.4%	+$7.61K	0.12%	215
2023 Q3	$1.99M	Sell	4,603 -49	-1%	-$21.9K	0.12%	207
2023 Q2	$2.08M	Sell	4,652 -193	-4%	-$81.3K	0.12%	211
2023 Q1	$1.99M	Buy	4,845 +47	+1%	+$18.8K	0.13%	217
2022 Q4	$1.84M	Sell	4,798 -9	-0.2%	-$3.47K	0.12%	217
2022 Q3	$1.72M	Buy	4,807 +76	+2%	+$30.3K	0.13%	213
2022 Q2	$1.79M	Buy	4,731 +64	+1%	+$26.3K	0.13%	210
2022 Q1	$2.12M	Sell	4,667 -506	-10%	-$226K	0.14%	208
2021 Q4	$2.47M	Buy	5,173 +693	+15%	+$319K	0.18%	172
2021 Q3	$1.93M	Buy	4,480 +5	+0.1%	+$2.22K	0.15%	173
2021 Q2	$1.92M	Buy	4,475 +314	+8%	+$132K	0.16%	170
2021 Q1	$1.66M	Buy	4,161 +396	+11%	+$153K	0.14%	174
2020 Q4	$1.41M	Buy	3,765 +143	+4%	+$50.9K	0.13%	174
2020 Q3	$1.22M	Sell	3,622 -562	-13%	-$187K	0.14%	171
2020 Q2	$1.3M	Buy	4,184 +962	+30%	+$282K	0.16%	161
2020 Q1	$833K	Buy	3,222 +9	+0.3%	+$2.76K	0.13%	185
2019 Q4	$1.04M	Buy	3,213 +19	+0.6%	+$5.88K	0.11%	194
2019 Q3	$954K	Buy	3,194 +313	+11%	+$93K	0.12%	196
2019 Q2	$849K	Sell	2,881 -30	-1%	-$8.69K	0.1%	204
2019 Q1	$828K	Buy	2,911 +9	+0.3%	+$2.46K	0.11%	198
2018 Q4	$730K	Sell	2,902 -18	-0.6%	-$4.89K	0.11%	196
2018 Q3	$855K	Sell	2,920 -521	-15%	-$149K	0.11%	190
2018 Q2	$940K	Buy	3,441 +371	+12%	+$101K	0.13%	179
2018 Q1	$815K	Buy	3,070 +106	+4%	+$29.2K	0.12%	191
2017 Q4	$797K	Buy	2,964 +8	+0.3%	+$2.1K	0.11%	193
2017 Q3	$748K	Buy	2,956 +7	+0.2%	+$1.74K	0.11%	196
2017 Q2	$718K	Buy	2,949 +7	+0.2%	+$1.69K	0.11%	197
2017 Q1	$698K	Buy	2,942 +6	+0.2%	+$1.4K	0.12%	193
2016 Q4	$661K	Buy	2,936 +9	+0.3%	+$1.98K	0.12%	192
2016 Q3	$637K	Buy	2,927 +6	+0.2%	+$1.3K	0.13%	187
2016 Q2	$615K	Sell	2,921 -268	-8%	-$55.9K	0.13%	188
2016 Q1	$659K	Buy	3,189 +12	+0.4%	+$2.35K	0.15%	174
2015 Q4	$651K	Buy	3,177 +18	+0.6%	+$3.72K	0.16%	162
2015 Q3	$609K	Sell	3,159 -300	-9%	-$61.2K	0.16%	161
2015 Q2	$724K	Sell	3,459 -135	-4%	-$28.6K	0.18%	144
2015 Q1	$747K	Sell	3,594 -290	-7%	-$60.3K	0.2%	140
2014 Q4	$803K	Buy	3,884 +13	+0.3%	+$2.63K	0.22%	126
2014 Q3	$767K	Buy	3,871 +103	+3%	+$20.5K	0.23%	119
2014 Q2	$742K	Sell	3,768 -99	-3%	-$18.9K	0.22%	118
2014 Q1	$728K	Buy	3,867 +11	+0.3%	+$2.03K	0.23%	115
2013 Q4	$716K	Buy	3,856 +3	+0.1%	+$534	0.24%	114
2013 Q3	$651K	Buy	3,853 +7	+0.2%	+$1.18K	0.24%	112
2013 Q2	$619K	Buy	+3,846	New	+$623K	0.25%	105

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

GHP Investment Advisors's IVV Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, buying an estimated $162K and bringing the position to 5,146 shares worth $3.85M. The position accounts for 0.14% of the portfolio, ranked #180.

GHP Investment Advisors first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

GHP Investment Advisors held 5,146 shares of iShares Core S&P 500 ETF worth $3.85M as of Q2 2026.
GHP Investment Advisors bought 223 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $162K.
iShares Core S&P 500 ETF made up 0.14% of GHP Investment Advisors's portfolio in Q2 2026, its #180 holding.
GHP Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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