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

Global Wealth 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 Q2	$17.5M	Buy	23,345 +20	+0.1%	+$14.6K	8.9%	5
2026 Q1	$15.2M	Sell	23,325 -2,900	-11%	-$1.98M	8.31%	5
2025 Q4	$18M	Sell	26,225 -3,807	-13%	-$2.59M	9.67%	5
2025 Q3	$20.1M	Sell	30,032 -2,202	-7%	-$1.42M	10.55%	4
2025 Q2	$20.2M	Buy	32,234 +456	+1%	+$262K	11.1%	4
2025 Q1	$17.9M	Sell	31,778 -225	-0.7%	-$133K	10.3%	5
2024 Q4	$18.8M	Buy	32,003 +1,553	+5%	+$919K	12.03%	3
2024 Q3	$17.6M	Buy	+30,450	New	+$16.9M	11.88%	3

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Global Wealth Management's IVV Position: Q2 2026 in Review

Global Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q2 2026, buying an estimated $14.6K and bringing the position to 23,345 shares worth $17.5M. The position accounts for 8.9% of the portfolio, ranked #5.

Global Wealth Management first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.2M in Q2 2025. 1,316 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Global Wealth Management held 23,345 shares of iShares Core S&P 500 ETF worth $17.5M as of Q2 2026.
Global Wealth Management bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P 500 ETF made up 8.9% of Global Wealth Management's portfolio in Q2 2026, its #5 holding.
Global Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's iShares Core S&P 500 ETF position peaked at $20.2M in Q2 2025.
1,316 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.