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Global Wealth Management Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Global Wealth Management Investment Advisory’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 		$20M Sell
26,699
-186
-0.7% -$135K 2.85% 8
2026
Q1 		$17.6M Sell
26,885
-165
-0.6% -$113K 2.75% 8
2025
Q4 		$18.5M Buy
27,050
+906
+3% +$615K 2.97% 7
2025
Q3 		$17.5M Buy
26,144
+910
+4% +$586K 2.93% 7
2025
Q2 		$15.7M Sell
25,234
-400
-2% -$230K 2.94% 5
2025
Q1 		$14.4M Buy
25,634
+842
+3% +$497K 2.88% 6
2024
Q4 		$14.6M Buy
24,792
+324
+1% +$192K 3.01% 6
2024
Q3 		$14.1M Buy
24,468
+584
+2% +$325K 3.05% 6
2024
Q2 		$13.1M Buy
23,884
+1,188
+5% +$625K 3.04% 6
2024
Q1 		$11.9M Buy
22,696
+392
+2% +$196K 2.92% 5
2023
Q4 		$10.7M Buy
22,304
+225
+1% +$101K 2.73% 7
2023
Q3 		$9.48M Sell
22,079
-448
-2% -$200K 2.66% 7
2023
Q2 		$10M Buy
22,527
+182
+0.8% +$76.7K 2.76% 6
2023
Q1 		$9.19M Buy
22,345
+1,974
+10% +$791K 2.77% 6
2022
Q4 		$7.83M Sell
20,371
-204
-1% -$78.7K 2.55% 7
2022
Q3 		$7.38M Buy
20,575
+699
+4% +$279K 2.63% 6
2022
Q2 		$7.54M Buy
19,876
+1,680
+9% +$691K 2.54% 6
2022
Q1 		$8.26M Sell
18,196
-1,706
-9% -$763K 2.46% 8
2021
Q4 		$9.49M Buy
19,902
+1,019
+5% +$470K 2.86% 4
2021
Q3 		$8.13M Buy
18,883
+1,581
+9% +$701K 2.57% 6
2021
Q2 		$7.44M Buy
17,302
+649
+4% +$272K 2.47% 9
2021
Q1 		$6.63M Sell
16,653
-85
-0.5% -$32.9K 2.39% 9
2020
Q4 		$6.28M Buy
16,738
+53
+0.3% +$18.9K 2.44% 9
2020
Q3 		$5.61M Buy
16,685
+198
+1% +$65.9K 2.43% 9
2020
Q2 		$5.11M Sell
16,487
-2,991
-15% -$878K 2.18% 9
2020
Q1 		$5.03M Buy
19,478
+1,362
+8% +$417K 2.54% 7
2019
Q4 		$5.86M Buy
18,116
+821
+5% +$254K 2.48% 7
2019
Q3 		$5.16M Buy
17,295
+1,697
+11% +$504K 2.36% 7
2019
Q2 		$4.6M Buy
15,598
+2,509
+19% +$727K 2.23% 7
2019
Q1 		$3.73M Sell
13,089
-1,199
-8% -$328K 1.93% 9
2018
Q4 		$3.6M Buy
+14,288
New +$3.88M 2.09% 6

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 Wealth Management Investment Advisory's IVV Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q2 2026, selling an estimated $135K and leaving 26,699 shares worth $20M. The position accounts for 2.85% of the portfolio, ranked #8.

Global Wealth Management Investment Advisory first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Global Wealth Management Investment Advisory held 26,699 shares of iShares Core S&P 500 ETF worth $20M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 186 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P 500 ETF made up 2.85% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #8 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.