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

Global View 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	$1.31M	Sell	1,709 -600	-26%	-$458K	0.29%	41
2026 Q2	$1.73M	Buy	2,309 +515	+29%	+$375K	0.36%	29
2026 Q1	$1.17M	Sell	1,794 -10,692	-86%	-$7.3M	0.31%	40
2025 Q4	$8.55M	Buy	12,486 +5,966	+92%	+$4.05M	1.59%	8
2025 Q3	$4.36M	Buy	6,520 +363	+6%	+$234K	0.93%	12
2025 Q2	$3.82M	Buy	6,157 +4,196	+214%	+$2.41M	1.22%	10
2025 Q1	$1.1M	Sell	1,961 -4,106	-68%	-$2.42M	0.4%	33
2024 Q4	$3.56M	Buy	+6,067	New	+$3.59M	1.25%	12

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Global View Capital Management's IVV Position: Q3 2026 in Review

Global View Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 26% in Q3 2026, selling an estimated $458K and leaving 1,709 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #41.

Global View Capital Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.55M in Q4 2025. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Global View Capital Management held 1,709 shares of iShares Core S&P 500 ETF worth $1.31M as of Q3 2026.
Global View Capital Management sold 600 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $458K.
iShares Core S&P 500 ETF made up 0.29% of Global View Capital Management's portfolio in Q3 2026, its #41 holding.
Global View Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Global View Capital Management's iShares Core S&P 500 ETF position peaked at $8.55M in Q4 2025.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Global View Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.