Gimbal Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Gimbal Financial’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 Q3	$30.8M	Sell	40,167 -203	-0.5%	-$155K	17.86%	1
2026 Q2	$30.2M	Buy	+40,370	New	+$29.4M	18.58%	1
2025 Q3	$26.5M	Buy	39,564 +378	+1%	+$243K	15.9%	1
2025 Q2	$24.3M	Buy	39,186 +9,073	+30%	+$5.21M	14.95%	1
2025 Q1	$16.9M	Sell	30,113 -13,741	-31%	-$8.11M	15.27%	3
2024 Q4	$25.8M	Buy	43,854 +1,022	+2%	+$605K	21.09%	1
2024 Q3	$24.9M	Buy	42,832 +784	+2%	+$436K	16.18%	2
2024 Q2	$23.5M	Buy	42,048 +398	+1%	+$209K	17.31%	1
2024 Q1	$21.9M	Buy	41,650 +339	+0.8%	+$170K	17.92%	1
2023 Q4	$19.7M	Buy	+41,311	New	+$18.5M	19.79%	1

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gimbal Financial's IVV Position: Q3 2026 in Review

Gimbal Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.5% in Q3 2026, selling an estimated $155K and leaving 40,167 shares worth $30.8M. The position accounts for 17.86% of the portfolio, ranked #1.

Gimbal Financial first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Gimbal Financial held 40,167 shares of iShares Core S&P 500 ETF worth $30.8M as of Q3 2026.
Gimbal Financial sold 203 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $155K.
iShares Core S&P 500 ETF made up 17.86% of Gimbal Financial's portfolio in Q3 2026, its #1 holding.
Gimbal Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.