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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GK Wealth Management's IVV Position: Q2 2026 in Review

GK Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 94% in Q2 2026, selling an estimated $16.8M and leaving 1,479 shares worth $1.11M. The position accounts for 0.58% of the portfolio, ranked #39.

GK Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q1 2026. 1,688 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • GK Wealth Management held 1,479 shares of iShares Core S&P 500 ETF worth $1.11M as of Q2 2026.
  • GK Wealth Management sold 23,012 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.8M.
  • iShares Core S&P 500 ETF made up 0.58% of GK Wealth Management's portfolio in Q2 2026, its #39 holding.
  • GK Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's iShares Core S&P 500 ETF position peaked at $15.5M in Q1 2026.
  • 1,688 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.