GG
IVV icon

Gleason Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Gleason Group’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 		$754K Sell
1,007
-854
-46% -$622K 0.07% 49
2026
Q1 		$1.22M Buy
1,861
+1
+0.1% +$683 0.12% 41
2025
Q4 		$1.27M Buy
1,860
+854
+85% +$580K 0.12% 39
2025
Q3 		$673K Buy
1,006
+3
+0.3% +$1.93K 0.07% 49
2025
Q2 		$623K Buy
1,003
+3
+0.3% +$1.72K 0.07% 51
2025
Q1 		$562K Buy
1,000
+3
+0.3% +$1.77K 0.1% 48
2024
Q4 		$587K Sell
997
-3
-0.3% -$1.78K 0.1% 48
2024
Q3 		$577K Buy
1,000
+2
+0.2% +$1.11K 0.11% 47
2024
Q2 		$546K Buy
998
+3
+0.3% +$1.58K 0.11% 48
2024
Q1 		$523K Buy
995
+3
+0.3% +$1.5K 0.11% 48
2023
Q4 		$474K Buy
992
+7
+0.7% +$3.13K 0.11% 50
2023
Q3 		$423K Sell
985
-2
-0.2% -$895 0.11% 50
2023
Q2 		$440K Buy
987
+461
+88% +$194K 0.11% 51
2023
Q1 		$216K Buy
526
+18
+4% +$7.22K 0.06% 67
2022
Q4 		$195K Buy
508
+3
+0.6% +$1.16K 0.06% 70
2022
Q3 		$181K Buy
505
+71
+16% +$28.4K 0.06% 67
2022
Q2 		$165K Buy
434
+2
+0.5% +$823 0.06% 75
2022
Q1 		$196K Buy
432
+1
+0.2% +$447 0.06% 75
2021
Q4 		$206K Buy
431
+1
+0.2% +$461 0.07% 73
2021
Q3 		$185K Buy
430
+2
+0.5% +$886 0.07% 75
2021
Q2 		$184K Buy
428
+1
+0.2% +$419 0.07% 70
2021
Q1 		$170K Buy
427
+2
+0.5% +$774 0.07% 69
2020
Q4 		$160K Buy
425
+2
+0.5% +$712 0.08% 67
2020
Q3 		$142K Buy
423
+2
+0.5% +$666 0.08% 68
2020
Q2 		$131K Buy
421
+1
+0.2% +$294 0.08% 66
2020
Q1 		$109K Buy
420
+2
+0.5% +$613 0.09% 64
2019
Q4 		$135K Buy
+418
New +$129K 0.08% 66

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return