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

Gibbs Wealth Management’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	$3.25M	Buy	4,977 +3,001	+152%	+$2.05M	0.43%	43
2025 Q4	$1.38M	Sell	1,976 -26	-1%	-$17.7K	0.33%	62
2025 Q3	$1.34M	Sell	2,002 -995	-33%	-$641K	0.3%	67
2025 Q2	$1.86M	Buy	2,997 +531	+22%	+$305K	0.36%	60
2025 Q1	$1.39M	Buy	2,466 +255	+12%	+$151K	0.33%	70
2024 Q4	$1.3M	Buy	2,211 +182	+9%	+$108K	0.35%	68
2024 Q3	$1.17M	Sell	2,029 -9	-0.4%	-$5K	0.38%	58
2024 Q2	$1.12M	Buy	2,038 +1,099	+117%	+$578K	0.45%	51
2024 Q1	$494K	Buy	+939	New	+$470K	0.28%	92

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gibbs Wealth Management's IVV Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 152% in Q1 2026, buying an estimated $2.05M and bringing the position to 4,977 shares worth $3.25M. The position accounts for 0.43% of the portfolio, ranked #43.

Gibbs Wealth Management first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 3,995 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Gibbs Wealth Management held 4,977 shares of iShares Core S&P 500 ETF worth $3.25M as of Q1 2026.
Gibbs Wealth Management bought 3,001 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05M.
iShares Core S&P 500 ETF made up 0.43% of Gibbs Wealth Management's portfolio in Q1 2026, its #43 holding.
Gibbs Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,995 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.