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 Q3	$16.7M	Sell	21,755 -1,590	-7%	-$1.21M	9.06%	5
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Global Wealth Management's IVV Position: Q3 2026 in Review

Global Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q3 2026, selling an estimated $1.21M and leaving 21,755 shares worth $16.7M. The position accounts for 9.06% of the portfolio, ranked #5.

Global Wealth Management first reported a position in IVV in Q3 2024 and has held it in 9 quarters since. The position peaked at $20.2M in Q2 2025. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Global Wealth Management held 21,755 shares of iShares Core S&P 500 ETF worth $16.7M as of Q3 2026.
Global Wealth Management sold 1,590 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.21M.
iShares Core S&P 500 ETF made up 9.06% of Global Wealth Management's portfolio in Q3 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 9 quarters since.
Global Wealth Management's iShares Core S&P 500 ETF position peaked at $20.2M in Q2 2025.
2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.