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GPS Wealth Strategies Group’s iShares Core S&P 500 ETF IVV Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$997K Sell
1,455
-20,729
-93% -$14.1M 0.85% 27
2025
Q3 		$14.8M Buy
22,184
+1,447
+7% +$932K 1.57% 16
2025
Q2 		$12.9M Buy
20,737
+3,366
+19% +$1.93M 1.48% 16
2025
Q1 		$9.76M Buy
17,371
+4,017
+30% +$2.37M 1.32% 15
2024
Q4 		$7.86M Buy
13,354
+3,496
+35% +$2.07M 1.01% 17
2024
Q3 		$5.69M Buy
9,858
+2,386
+32% +$1.33M 0.76% 23
2024
Q2 		$4.09M Buy
7,472
+1,352
+22% +$711K 0.61% 25
2024
Q1 		$3.22M Buy
6,120
+5,012
+452% +$2.51M 0.52% 31
2023
Q4 		$529K Buy
1,108
+19
+2% +$8.5K 0.1% 140
2023
Q3 		$468K Buy
1,089
+40
+4% +$17.9K 0.09% 149
2023
Q2 		$468K Buy
1,049
+224
+27% +$94.4K 0.09% 150
2023
Q1 		$339K Buy
+825
New +$331K 0.07% 178
2022
Q4 		– Sell
-726
Closed -$260K – 609
2022
Q3 		$260K Sell
726
-43
-6% -$17.2K 0.07% 175
2022
Q2 		$291K Sell
769
-168
-18% -$69.1K 0.07% 172
2022
Q1 		$425K Buy
937
+275
+42% +$123K 0.1% 131
2021
Q4 		$316K Sell
662
-3,813
-85% -$1.76M 0.07% 164
2021
Q3 		$1.93M Sell
4,475
-1
-0% -$443 0.48% 37
2021
Q2 		$1.92M Buy
4,476
+274
+7% +$115K 0.49% 37
2021
Q1 		$1.67M Buy
4,202
+854
+26% +$331K 0.49% 34
2020
Q4 		$1.26M Buy
3,348
+613
+22% +$218K 0.44% 41
2020
Q3 		$919K Buy
+2,735
New +$910K 0.37% 49

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GPS Wealth Strategies Group's IVV Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Core S&P 500 ETF (IVV) stake by 93% in Q4 2025, selling an estimated $14.1M and leaving 1,455 shares worth $997K. The position accounts for 0.85% of the portfolio, ranked #27.

GPS Wealth Strategies Group first reported a position in IVV in Q3 2020 and has held it in 21 quarters since. The position peaked at $14.8M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • GPS Wealth Strategies Group held 1,455 shares of iShares Core S&P 500 ETF worth $997K as of Q4 2025.
  • GPS Wealth Strategies Group sold 20,729 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $14.1M.
  • iShares Core S&P 500 ETF made up 0.85% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #27 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's iShares Core S&P 500 ETF position peaked at $14.8M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.