GM Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3M | Buy |
25,010
+1,778
| +8% | +$1.21M | 0.63% | 34 |
|
|
2025
Q4 | $15.9M | Buy |
23,232
+2,802
| +14% | +$1.9M | 0.62% | 36 |
|
|
2025
Q3 | $13.7M | Buy |
20,430
+4,143
| +25% | +$2.67M | 0.58% | 37 |
|
|
2025
Q2 | $10.1M | Buy |
16,287
+1,718
| +12% | +$986K | 0.5% | 41 |
|
|
2025
Q1 | $8.19M | Buy |
14,569
+965
| +7% | +$570K | 0.44% | 44 |
|
|
2024
Q4 | $8.01M | Buy |
13,604
+236
| +2% | +$140K | 0.44% | 46 |
|
|
2024
Q3 | $7.71M | Buy |
13,368
+591
| +5% | +$329K | 0.46% | 45 |
|
|
2024
Q2 | $6.99M | Sell |
12,777
-595
| -4% | -$313K | 0.45% | 44 |
|
|
2024
Q1 | $7.03M | Buy |
13,372
+498
| +4% | +$249K | 0.49% | 36 |
|
|
2023
Q4 | $6.15M | Buy |
12,874
+1
| +0% | +$448 | 0.46% | 35 |
|
|
2023
Q3 | $5.53M | Hold |
12,873
| – | – | 0.45% | 34 |
|
|
2023
Q2 | $5.74M | Buy |
12,873
+1,940
| +18% | +$818K | 0.47% | 30 |
|
|
2023
Q1 | $4.49M | Buy |
10,933
+1,331
| +14% | +$534K | 0.41% | 35 |
|
|
2022
Q4 | $3.69M | Sell |
9,602
-150
| -2% | -$57.9K | 0.39% | 36 |
|
|
2022
Q3 | $3.5M | Buy |
9,752
+52
| +0.5% | +$20.8K | 0.44% | 28 |
|
|
2022
Q2 | $3.68M | Buy |
9,700
+1,378
| +17% | +$567K | 0.57% | 29 |
|
|
2022
Q1 | $3.78M | Buy |
8,322
+104
| +1% | +$46.5K | 0.45% | 38 |
|
|
2021
Q4 | $3.92M | Buy |
8,218
+3,402
| +71% | +$1.57M | 0.35% | 49 |
|
|
2021
Q3 | $2.08M | Hold |
4,816
| – | – | 0.21% | 62 |
|
|
2021
Q2 | $2.07M | Sell |
4,816
-1,095
| -19% | -$459K | 0.21% | 64 |
|
|
2021
Q1 | $2.35M | Buy |
5,911
+3,440
| +139% | +$1.33M | 0.28% | 51 |
|
|
2020
Q4 | $928K | Hold |
2,471
| – | – | 0.12% | 74 |
|
|
2020
Q3 | $830K | Hold |
2,471
| – | – | 0.13% | 70 |
|
|
2020
Q2 | $765K | Hold |
2,471
| – | – | 0.14% | 77 |
|
|
2020
Q1 | $639K | Buy |
2,471
+78
| +3% | +$23.9K | 0.17% | 66 |
|
|
2019
Q4 | $774K | Buy |
2,393
+1,044
| +77% | +$323K | 0.24% | 37 |
|
|
2019
Q3 | $403K | Buy |
1,349
+79
| +6% | +$23.5K | 0.13% | 63 |
|
|
2019
Q2 | $374K | Sell |
1,270
-75
| -6% | -$21.7K | 0.12% | 69 |
|
|
2019
Q1 | $383K | Sell |
1,345
-60
| -4% | -$16.4K | 0.13% | 68 |
|
|
2018
Q4 | $354K | Sell |
1,405
-5,987
| -81% | -$1.63M | 0.13% | 66 |
|
|
2018
Q3 | $2.16M | Sell |
7,392
-49,108
| -87% | -$14.1M | 0.68% | 25 |
|
|
2018
Q2 | $15.4M | Buy |
56,500
+1,565
| +3% | +$426K | 4.58% | 6 |
|
|
2018
Q1 | $14.6M | Sell |
54,935
-59,863
| -52% | -$16.5M | 4.4% | 6 |
|
|
2017
Q4 | $30.9M | Buy |
114,798
+1,016
| +0.9% | +$266K | 8.4% | 2 |
|
|
2017
Q3 | $28.8M | Buy |
113,782
+1,972
| +2% | +$490K | 8.76% | 2 |
|
|
2017
Q2 | $27.2M | Buy |
111,810
+8,295
| +8% | +$2M | 8.57% | 2 |
|
|
2017
Q1 | $24.6M | Buy |
103,515
+101,425
| +4,853% | +$23.7M | 8.39% | 2 |
|
|
2016
Q4 | $470K | Buy |
+2,090
| New | +$459K | 0.16% | 67 |
|
|
2015
Q3 | – | Sell |
-17,588
| Closed | -$3.65M | – | 39 |
|
|
2015
Q2 | $3.65M | Buy |
17,588
+335
| +2% | +$70.9K | 1.44% | 17 |
|
|
2015
Q1 | $3.59M | Buy |
17,253
+602
| +4% | +$125K | 1.45% | 16 |
|
|
2014
Q4 | $3.44M | Buy |
16,651
+5,410
| +48% | +$1.1M | 1.86% | 13 |
|
|
2014
Q3 | $2.23M | Buy |
11,241
+298
| +3% | +$59.3K | 1.67% | 14 |
|
|
2014
Q2 | $2.16M | Sell |
10,943
-18
| -0.2% | -$3.44K | 1.87% | 12 |
|
|
2014
Q1 | $2.06M | Sell |
10,961
-272
| -2% | -$50.2K | 1.6% | 15 |
|
|
2013
Q4 | $2.08M | Buy |
+11,233
| New | +$2M | 2.14% | 11 |
|
Other funds holding IVV
GM Advisory Group's IVV Position: Q1 2026 in Review
GM Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q1 2026, buying an estimated $1.21M and bringing the position to 25,010 shares worth $16.3M. The position accounts for 0.63% of the portfolio, ranked #34.
GM Advisory Group first reported a position in IVV in Q4 2013 and has held it in 45 quarters since. The position peaked at $30.9M in Q4 2017. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- GM Advisory Group held 25,010 shares of iShares Core S&P 500 ETF worth $16.3M as of Q1 2026.
- GM Advisory Group bought 1,778 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.21M.
- iShares Core S&P 500 ETF made up 0.63% of GM Advisory Group's portfolio in Q1 2026, its #34 holding.
- GM Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 45 quarters since.
- GM Advisory Group's iShares Core S&P 500 ETF position peaked at $30.9M in Q4 2017.
- 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.