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

Global Wealth Strategies & Associates’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 		$706K Buy
922
+107
+13% +$81.7K 0.13% 45
2026
Q2 		$611K Sell
815
-36
-4% -$26.2K 0.12% 47
2026
Q1 		$556K Buy
851
+10
+1% +$6.83K 0.14% 39
2025
Q4 		$576K Sell
841
-38
-4% -$25.8K 0.14% 33
2025
Q3 		$588K Sell
879
-3
-0.3% -$1.93K 0.15% 38
2025
Q2 		$547K Sell
882
-85
-9% -$48.8K 0.16% 30
2025
Q1 		$544K Buy
967
+57
+6% +$33.7K 0.16% 28
2024
Q4 		$536K Hold
910
– – 0.17% 30
2024
Q3 		$525K Buy
910
+556
+157% +$309K 0.17% 25
2024
Q2 		$194K Buy
354
+38
+12% +$20K 0.07% 41
2024
Q1 		$166K Sell
316
-14
-4% -$7K 0.06% 51
2023
Q4 		$158K Hold
330
– – 0.07% 46
2023
Q3 		$142K Hold
330
– – 0.07% 48
2023
Q2 		$147K Hold
330
– – 0.07% 46
2023
Q1 		$136K Buy
330
+57
+21% +$22.9K 0.07% 45
2022
Q4 		$105K Buy
+273
New +$105K 0.06% 56

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Global Wealth Strategies & Associates's IVV Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q3 2026, buying an estimated $81.7K and bringing the position to 922 shares worth $706K. The position accounts for 0.13% of the portfolio, ranked #45.

Global Wealth Strategies & Associates first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Global Wealth Strategies & Associates held 922 shares of iShares Core S&P 500 ETF worth $706K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 107 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $81.7K.
  • iShares Core S&P 500 ETF made up 0.13% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #45 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.