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 Q3	$770K	Sell	1,005 -2	-0.2%	-$1.53K	0.07%	50
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Gleason Group's IVV Position: Q3 2026 in Review

Gleason Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q3 2026, selling an estimated $1.53K and leaving 1,005 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #50.

Gleason Group first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.27M in Q4 2025. 696 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Gleason Group held 1,005 shares of iShares Core S&P 500 ETF worth $770K as of Q3 2026.
Gleason Group sold 2 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.53K.
iShares Core S&P 500 ETF made up 0.07% of Gleason Group's portfolio in Q3 2026, its #50 holding.
Gleason Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
Gleason Group's iShares Core S&P 500 ETF position peaked at $1.27M in Q4 2025.
696 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.