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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Global Wealth Strategies & Associates's IVV Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, selling an estimated $26.2K and leaving 815 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #47.

Global Wealth Strategies & Associates first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Global Wealth Strategies & Associates held 815 shares of iShares Core S&P 500 ETF worth $611K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Core S&P 500 ETF made up 0.12% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #47 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.