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Gill Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Gill Capital Partners’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 		$871K Sell
1,164
-23
-2% -$16.7K 0.23% 64
2026
Q1 		$776K Hold
1,187
– – 0.22% 64
2025
Q4 		$813K Sell
1,187
-83
-7% -$56.4K 0.25% 61
2025
Q3 		$850K Buy
1,270
+1
+0.1% +$644 0.26% 60
2025
Q2 		$788K Buy
1,269
+52
+4% +$29.9K 0.25% 62
2025
Q1 		$684K Sell
1,217
-39
-3% -$23K 0.24% 63
2024
Q4 		$739K Buy
1,256
+114
+10% +$67.5K 0.27% 61
2024
Q3 		$659K Sell
1,142
-50
-4% -$27.8K 0.24% 59
2024
Q2 		$652K Hold
1,192
– – 0.25% 59
2024
Q1 		$601K Sell
1,192
-3
-0.3% -$1.5K 0.24% 59
2023
Q4 		$571K Buy
1,195
+479
+67% +$214K 0.24% 59
2023
Q3 		$307K Sell
716
-313
-30% -$140K 0.14% 84
2023
Q2 		$459K Buy
1,029
+273
+36% +$115K 0.19% 69
2023
Q1 		$311K Buy
756
+18
+2% +$7.22K 0.14% 84
2022
Q4 		$284K Sell
738
-8
-1% -$3.09K 0.13% 86
2022
Q3 		$268K Buy
746
+15
+2% +$5.99K 0.14% 85
2022
Q2 		$332K Hold
731
– – 0.15% 82
2022
Q1 		$332K Buy
731
+23
+3% +$10.3K 0.15% 82
2021
Q4 		$338K Sell
708
-22
-3% -$10.1K 0.15% 84
2021
Q3 		$314K Sell
730
-4
-0.5% -$1.77K 0.14% 87
2021
Q2 		$316K Hold
734
– – 0.15% 86
2021
Q1 		$292K Sell
734
-24
-3% -$9.29K 0.15% 83
2020
Q4 		$284K Sell
758
-35
-4% -$12.5K 0.17% 78
2020
Q3 		$266K Sell
793
-52
-6% -$17.3K 0.17% 74
2020
Q2 		$262K Sell
845
-75
-8% -$22K 0.18% 68
2020
Q1 		$238K Buy
+920
New +$282K 0.17% 66
2018
Q4 		$352K Buy
+1,078
New +$293K 0.25% 56

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Gill Capital Partners's IVV Position: Q2 2026 in Review

Gill Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $16.7K and leaving 1,164 shares worth $871K. The position accounts for 0.23% of the portfolio, ranked #64.

Gill Capital Partners first reported a position in IVV in Q4 2018 and has held it in 27 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Gill Capital Partners held 1,164 shares of iShares Core S&P 500 ETF worth $871K as of Q2 2026.
  • Gill Capital Partners sold 23 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Core S&P 500 ETF made up 0.23% of Gill Capital Partners's portfolio in Q2 2026, its #64 holding.
  • Gill Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.