GWM
IVV icon

Gitterman Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Gitterman Wealth 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
2025
Q3 		$4.92M Sell
7,351
-63
-0.8% -$40.6K 1.13% 12
2025
Q2 		$4.6M Buy
7,414
+66
+0.9% +$37.9K 1.07% 12
2025
Q1 		$4.13M Buy
7,348
+2
+0% +$1.18K 1.1% 12
2024
Q4 		$4.32M Buy
7,346
+2
+0% +$1.18K 1.81% 7
2024
Q3 		$4.24M Buy
7,344
+127
+2% +$70.6K 1.77% 7
2024
Q2 		$3.95M Buy
7,217
+1
+0% +$526 1.52% 7
2024
Q1 		$3.79M Buy
7,216
+2
+0% +$1K 1.47% 7
2023
Q4 		$3.45M Buy
7,214
+5
+0.1% +$2.24K 1.53% 5
2023
Q3 		$3.1M Sell
7,209
-834
-10% -$373K 1.47% 5
2023
Q2 		$3.58M Sell
8,043
-931
-10% -$392K 1.67% 5
2023
Q1 		$3.69M Sell
8,974
-405
-4% -$162K 1.75% 4
2022
Q4 		$3.6M Sell
9,379
-925
-9% -$357K 1.8% 4
2022
Q3 		$3.69M Sell
10,304
-5,244
-34% -$2.09M 3.81% 3
2022
Q2 		$5.89M Sell
15,548
-1,533
-9% -$631K 5.51% 2
2022
Q1 		$7.75M Sell
17,081
-2,945
-15% -$1.32M 6.24% 2
2021
Q4 		$9.55M Sell
20,026
-7,367
-27% -$3.4M 7.09% 2
2021
Q3 		$11.8M Sell
27,393
-4,520
-14% -$2M 9.48% 2
2021
Q2 		$13.7M Sell
31,913
-55,936
-64% -$23.4M 11.11% 2
2021
Q1 		$34.9M Buy
+87,849
New +$34M 22.53% 2

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

Gitterman Wealth Management's IVV Position: Q3 2025 in Review

Gitterman Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.85% in Q3 2025, selling an estimated $40.6K and leaving 7,351 shares worth $4.92M. The position accounts for 1.13% of the portfolio, ranked #12.

Gitterman Wealth Management first reported a position in IVV in Q1 2021 and has held it in 19 quarters since. The position peaked at $34.9M in Q1 2021. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Gitterman Wealth Management held 7,351 shares of iShares Core S&P 500 ETF worth $4.92M as of Q3 2025.
  • Gitterman Wealth Management sold 63 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $40.6K.
  • iShares Core S&P 500 ETF made up 1.13% of Gitterman Wealth Management's portfolio in Q3 2025, its #12 holding.
  • Gitterman Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 19 quarters since.
  • Gitterman Wealth Management's iShares Core S&P 500 ETF position peaked at $34.9M in Q1 2021.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.