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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
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

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

Gimbal Financial's IVV Position: Q2 2026 in Review

Gimbal Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 40,370 shares worth $30.2M. The stake represents 18.58% of the portfolio and ranks #1 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in IVV as recently as Q3 2025.

Gimbal Financial first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Gimbal Financial held 40,370 shares of iShares Core S&P 500 ETF worth $30.2M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Gimbal Financial position in Q2 2026.
  • iShares Core S&P 500 ETF made up 18.58% of Gimbal Financial's portfolio in Q2 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 9 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.