Gilman Hill Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Gilman Hill Asset 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 Q2	$798K	Sell	1,065 -47	-4%	-$34.2K	0.11%	123
2026 Q1	$726K	Sell	1,112 -556	-33%	-$380K	0.11%	118
2025 Q4	$1.14M	Buy	+1,668	New	+$1.13M	0.18%	106
2019 Q1	–	Sell	-997	Closed	-$251K	–	190
2018 Q4	$251K	Hold	997	–	–	0.11%	144
2018 Q3	$292K	Sell	997 -200	-17%	-$57.4K	0.11%	138
2018 Q2	$327K	Hold	1,197	–	–	0.13%	132
2018 Q1	$318K	Buy	1,197 +72	+6%	+$19.8K	0.14%	129
2017 Q4	$302K	Hold	1,125	–	–	0.12%	136
2017 Q3	$285K	Sell	1,125 -250	-18%	-$62.1K	0.12%	138
2017 Q2	$335K	Buy	1,375 +125	+10%	+$30.2K	0.14%	130
2017 Q1	$297K	Sell	1,250 -5,060	-80%	-$1.18M	0.13%	133
2016 Q4	$1.42M	Buy	6,310 +1,850	+41%	+$407K	0.52%	43
2016 Q3	$970K	Sell	4,460 -250	-5%	-$54.4K	0.37%	55
2016 Q2	$991K	Sell	4,710 -241	-5%	-$50.3K	0.41%	53
2016 Q1	$1.02M	Hold	4,951	–	–	0.47%	48
2015 Q4	$1.01M	Buy	4,951 +1,061	+27%	+$219K	0.49%	46
2015 Q3	$750K	Sell	3,890 -752	-16%	-$153K	0.39%	58
2015 Q2	$962K	Sell	4,642 -167	-3%	-$35.4K	0.46%	55
2015 Q1	$999K	Buy	4,809 +2,809	+140%	+$584K	0.47%	55
2014 Q4	$414K	Buy	+2,000	New	+$405K	0.21%	95
2014 Q3	–	Sell	-2,000	Closed	-$394K	–	168
2014 Q2	$394K	Hold	2,000	–	–	0.2%	93
2014 Q1	$376K	Hold	2,000	–	–	0.22%	83
2013 Q4	$371K	Hold	2,000	–	–	0.24%	74
2013 Q3	$338K	Buy	+2,000	New	+$337K	0.24%	70

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Gilman Hill Asset Management's IVV Position: Q2 2026 in Review

Gilman Hill Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, selling an estimated $34.2K and leaving 1,065 shares worth $798K. The position accounts for 0.11% of the portfolio, ranked #123.

Gilman Hill Asset Management first reported a position in IVV in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2016. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gilman Hill Asset Management held 1,065 shares of iShares Core S&P 500 ETF worth $798K as of Q2 2026.
Gilman Hill Asset Management sold 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P 500 ETF made up 0.11% of Gilman Hill Asset Management's portfolio in Q2 2026, its #123 holding.
Gilman Hill Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 24 quarters since.
Gilman Hill Asset Management's iShares Core S&P 500 ETF position peaked at $1.42M in Q4 2016.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.