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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gimbal Financial's IVV Position: Q3 2025 in Review

Gimbal Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q3 2025, buying an estimated $243K and bringing the position to 39,564 shares worth $26.5M. The position accounts for 15.9% of the portfolio, ranked #1.

Gimbal Financial first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Gimbal Financial held 39,564 shares of iShares Core S&P 500 ETF worth $26.5M as of Q3 2025.
  • Gimbal Financial bought 378 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $243K.
  • iShares Core S&P 500 ETF made up 15.9% of Gimbal Financial's portfolio in Q3 2025, its #1 holding.
  • Gimbal Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.