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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Global Strategic Investment Solutions's IVV Position: Q1 2026 in Review

Global Strategic Investment Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q1 2026, buying an estimated $2.05K and bringing the position to 5,251 shares worth $3.43M. The position accounts for 0.33% of the portfolio, ranked #42.

Global Strategic Investment Solutions first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Global Strategic Investment Solutions held 5,251 shares of iShares Core S&P 500 ETF worth $3.43M as of Q1 2026.
Global Strategic Investment Solutions bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.33% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #42 holding.
Global Strategic Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Global Strategic Investment Solutions's iShares Core S&P 500 ETF position peaked at $3.59M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.