Gordian Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Gordian Advisors’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 Q1	$826K	Buy	1,265 +932	+280%	+$636K	0.55%	16
2025 Q4	$228K	Hold	333	–	–	0.15%	47
2025 Q3	$223K	Buy	333 +1	+0.3%	+$644	0.15%	46
2025 Q2	$206K	Buy	+332	New	+$191K	0.15%	44
2024 Q4	–	Sell	-500	Closed	-$288K	–	40
2024 Q3	$288K	Buy	500 +1	+0.2%	+$556	0.23%	27
2024 Q2	$273K	Hold	499	–	–	0.26%	17
2024 Q1	$262K	Buy	+499	New	+$250K	0.24%	21

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gordian Advisors's IVV Position: Q1 2026 in Review

Gordian Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 280% in Q1 2026, buying an estimated $636K and bringing the position to 1,265 shares worth $826K. The position accounts for 0.55% of the portfolio, ranked #16.

Gordian Advisors first reported a position in IVV in Q1 2024 and has held it in 7 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Gordian Advisors held 1,265 shares of iShares Core S&P 500 ETF worth $826K as of Q1 2026.
Gordian Advisors bought 932 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $636K.
iShares Core S&P 500 ETF made up 0.55% of Gordian Advisors's portfolio in Q1 2026, its #16 holding.
Gordian Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.