Gibson Capital’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 | $1.04M | Hold |
1,391
| – | – | 0.17% | 26 |
|
|
2026
Q1 | $909K | Hold |
1,391
| – | – | 0.17% | 24 |
|
|
2025
Q4 | $953K | Hold |
1,391
| – | – | 0.17% | 25 |
|
|
2025
Q3 | $931K | Hold |
1,391
| – | – | 0.17% | 26 |
|
|
2025
Q2 | $864K | Hold |
1,391
| – | – | 0.17% | 27 |
|
|
2025
Q1 | $782K | Hold |
1,391
| – | – | 0.16% | 27 |
|
|
2024
Q4 | $819K | Hold |
1,391
| – | – | 0.17% | 26 |
|
|
2024
Q3 | $802K | Hold |
1,391
| – | – | 0.16% | 24 |
|
|
2024
Q2 | $761K | Sell |
1,391
-6
| -0.4% | -$3.15K | 0.17% | 23 |
|
|
2024
Q1 | $735K | Hold |
1,397
| – | – | 0.16% | 23 |
|
|
2023
Q4 | $667K | Hold |
1,397
| – | – | 0.16% | 26 |
|
|
2023
Q3 | $600K | Buy |
1,397
+3
| +0.2% | +$1.34K | 0.16% | 23 |
|
|
2023
Q2 | $621K | Hold |
1,394
| – | – | 0.16% | 24 |
|
|
2023
Q1 | $573K | Hold |
1,394
| – | – | 0.15% | 24 |
|
|
2022
Q4 | $536K | Hold |
1,394
| – | – | 0.16% | 22 |
|
|
2022
Q3 | $501K | Hold |
1,394
| – | – | 0.16% | 20 |
|
|
2022
Q2 | $525K | Hold |
1,394
| – | – | 0.16% | 19 |
|
|
2022
Q1 | $629K | Hold |
1,394
| – | – | 0.16% | 17 |
|
|
2021
Q4 | $663K | Hold |
1,394
| – | – | 0.15% | 17 |
|
|
2021
Q3 | $597K | Hold |
1,394
| – | – | 0.16% | 16 |
|
|
2021
Q2 | $597K | Hold |
1,394
| – | – | 0.16% | 17 |
|
|
2021
Q1 | $552K | Hold |
1,394
| – | – | 0.15% | 18 |
|
|
2020
Q4 | $523K | Hold |
1,394
| – | – | 0.15% | 18 |
|
|
2020
Q3 | $467K | Buy |
1,394
+47
| +3% | +$15.6K | 0.16% | 19 |
|
|
2020
Q2 | $416K | Hold |
1,347
| – | – | 0.15% | 20 |
|
|
2020
Q1 | $347K | Hold |
1,347
| – | – | 0.15% | 21 |
|
|
2019
Q4 | $434K | Hold |
1,347
| – | – | 0.15% | 25 |
|
|
2019
Q3 | $400K | Buy |
1,347
+60
| +5% | +$17.8K | 0.14% | 24 |
|
|
2019
Q2 | $379K | Hold |
1,287
| – | – | 0.14% | 22 |
|
|
2019
Q1 | $365K | Hold |
1,287
| – | – | 0.12% | 26 |
|
|
2018
Q4 | $322K | Hold |
1,287
| – | – | 0.13% | 25 |
|
|
2018
Q3 | $376K | Sell |
1,287
-47
| -4% | -$13.5K | 0.13% | 24 |
|
|
2018
Q2 | $362K | Hold |
1,334
| – | – | 0.13% | 25 |
|
|
2018
Q1 | $353K | Hold |
1,334
| – | – | 0.13% | 27 |
|
|
2017
Q4 | $357K | Sell |
1,334
-540
| -29% | -$141K | 0.13% | 26 |
|
|
2017
Q3 | $473K | Hold |
1,874
| – | – | 0.17% | 20 |
|
|
2017
Q2 | $454K | Buy |
1,874
+540
| +40% | +$130K | 0.16% | 20 |
|
|
2017
Q1 | $316K | Hold |
1,334
| – | – | 0.11% | 26 |
|
|
2016
Q4 | $300K | Buy |
+1,334
| New | +$293K | 0.1% | 25 |
|
Other funds holding IVV
CM
Gibson Capital's IVV Position: Q2 2026 in Review
Gibson Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,391 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #26.
Gibson Capital first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Gibson Capital held 1,391 shares of iShares Core S&P 500 ETF worth $1.04M as of Q2 2026.
- Gibson Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.17% of Gibson Capital's portfolio in Q2 2026, its #26 holding.
- Gibson Capital first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.