GK Wealth Management
IVV icon

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

GK 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
2026
Q3 		$858K Sell
1,120
-359
-24% -$274K 0.48% 40
2026
Q2 		$1.11M Sell
1,479
-23,012
-94% -$16.8M 0.58% 39
2026
Q1 		$15.5M Buy
24,491
+23,276
+1,916% +$15.9M 13.53% 1
2025
Q4 		$832K Buy
1,215
+155
+15% +$105K 0.55% 51
2025
Q3 		$710K Buy
1,060
+2
+0.2% +$1.29K 0.52% 47
2025
Q2 		$657K Sell
1,058
-125
-11% -$71.8K 0.59% 45
2025
Q1 		$665K Buy
1,183
+18
+2% +$10.6K 0.76% 34
2024
Q4 		$686K Buy
+1,165
New +$690K 0.87% 30

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GK Wealth Management's IVV Position: Q3 2026 in Review

GK Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, selling an estimated $274K and leaving 1,120 shares worth $858K. The position accounts for 0.48% of the portfolio, ranked #40.

GK Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.5M in Q1 2026. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • GK Wealth Management held 1,120 shares of iShares Core S&P 500 ETF worth $858K as of Q3 2026.
  • GK Wealth Management sold 359 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $274K.
  • iShares Core S&P 500 ETF made up 0.48% of GK Wealth Management's portfolio in Q3 2026, its #40 holding.
  • GK Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • GK Wealth Management's iShares Core S&P 500 ETF position peaked at $15.5M in Q1 2026.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.