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Global Strategic Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Global Strategic Investment Solutions’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 		$4.12M Buy
5,508
+257
+5% +$187K 0.37% 41
2026
Q1 		$3.43M Buy
5,251
+3
+0.1% +$2.05K 0.33% 42
2025
Q4 		$3.59M Buy
5,248
+1
+0% +$679 0.35% 43
2025
Q3 		$3.51M Buy
5,247
+1
+0% +$644 0.35% 44
2025
Q2 		$3.26M Sell
5,246
-4
-0.1% -$2.3K 0.35% 43
2025
Q1 		$2.95M Buy
5,250
+8
+0.2% +$4.72K 0.34% 43
2024
Q4 		$3.09M Buy
5,242
+18
+0.3% +$10.7K 0.36% 44
2024
Q3 		$3.01M Buy
5,224
+149
+3% +$82.8K 0.35% 42
2024
Q2 		$2.78M Buy
5,075
+15
+0.3% +$7.89K 0.34% 43
2024
Q1 		$2.66M Buy
5,060
+143
+3% +$71.6K 0.31% 44
2023
Q4 		$2.35M Buy
4,917
+40
+0.8% +$17.9K 0.29% 48
2023
Q3 		$2.09M Hold
4,877
– – 0.27% 55
2023
Q2 		$2.17M Hold
4,877
– – 0.27% 52
2023
Q1 		$2M Hold
4,877
– – 0.29% 49
2022
Q4 		$1.87M Sell
4,877
-420
-8% -$162K 0.12% 50
2022
Q3 		$1.9M Hold
5,297
– – 0.09% 51
2022
Q2 		$2.01M Sell
5,297
-67
-1% -$27.6K 0.14% 48
2022
Q1 		$2.43M Hold
5,364
– – 0.15% 48
2021
Q4 		$2.56M Buy
+5,364
New +$2.47M 0.41% 36

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Global Strategic Investment Solutions's IVV Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q2 2026, buying an estimated $187K and bringing the position to 5,508 shares worth $4.12M. The position accounts for 0.37% of the portfolio, ranked #41.

Global Strategic Investment Solutions first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Global Strategic Investment Solutions held 5,508 shares of iShares Core S&P 500 ETF worth $4.12M as of Q2 2026.
  • Global Strategic Investment Solutions bought 257 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $187K.
  • iShares Core S&P 500 ETF made up 0.37% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #41 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.