GKV Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GKV Capital 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	$1.32M	Sell	1,723 -101	-6%	-$77.1K	0.42%	50
2026 Q2	$1.37M	Buy	1,824 +123	+7%	+$89.6K	0.44%	50
2026 Q1	$1.11M	Sell	1,701 -176	-9%	-$120K	0.42%	55
2025 Q4	$1.29M	Buy	1,877 +393	+26%	+$267K	0.48%	49
2025 Q3	$993K	Sell	1,484 -30	-2%	-$19.3K	0.39%	51
2025 Q2	$940K	Buy	1,514 +1,210	+398%	+$695K	0.42%	51
2025 Q1	$171K	Buy	304 +147	+94%	+$86.8K	0.08%	83
2024 Q4	$92.4K	Buy	+157	New	+$92.9K	0.04%	109

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GKV Capital Management's IVV Position: Q3 2026 in Review

GKV Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q3 2026, selling an estimated $77.1K and leaving 1,723 shares worth $1.32M. The position accounts for 0.42% of the portfolio, ranked #50.

GKV Capital Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2026. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

GKV Capital Management held 1,723 shares of iShares Core S&P 500 ETF worth $1.32M as of Q3 2026.
GKV Capital Management sold 101 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $77.1K.
iShares Core S&P 500 ETF made up 0.42% of GKV Capital Management's portfolio in Q3 2026, its #50 holding.
GKV Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
GKV Capital Management's iShares Core S&P 500 ETF position peaked at $1.37M in Q2 2026.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GKV Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.