GLOBALT Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

GLOBALT Investments’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	$1.09M	Hold	1,461	–	–	0.04%	141
2026 Q1	$954K	Sell	1,461 -48	-3%	-$32.8K	0.03%	140
2025 Q4	$1.03M	Hold	1,509	–	–	0.04%	137
2025 Q3	$1.01M	Sell	1,509 -75	-5%	-$48.3K	0.04%	140
2025 Q2	$984K	Hold	1,584	–	–	0.04%	145
2025 Q1	$890K	Sell	1,584 -94	-6%	-$55.5K	0.04%	148
2024 Q4	$988K	Sell	1,678 -310	-16%	-$183K	0.04%	148
2024 Q3	$1.15M	Hold	1,988	–	–	0.04%	141
2024 Q2	$1.09M	Sell	1,988 -50	-2%	-$26.3K	0.04%	139
2024 Q1	$1.07M	Buy	2,038 +1	+0%	+$500	0.04%	143
2023 Q4	$973K	Buy	+2,037	New	+$912K	0.04%	146

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

GLOBALT Investments's IVV Position: Q2 2026 in Review

GLOBALT Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,461 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #141.

GLOBALT Investments first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

GLOBALT Investments held 1,461 shares of iShares Core S&P 500 ETF worth $1.09M as of Q2 2026.
GLOBALT Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of GLOBALT Investments's portfolio in Q2 2026, its #141 holding.
GLOBALT Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's iShares Core S&P 500 ETF position peaked at $1.15M in Q3 2024.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.