GVAG
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Great Valley Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Great Valley Advisor 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
2026
Q1 		$21.5M Buy
32,875
+1,426
+5% +$974K 0.39% 67
2025
Q4 		$21.5M Buy
31,449
+1,258
+4% +$854K 0.41% 63
2025
Q3 		$20.2M Buy
30,191
+65
+0.2% +$41.9K 0.41% 63
2025
Q2 		$18.7M Sell
30,126
-519
-2% -$298K 0.41% 61
2025
Q1 		$17.2M Sell
30,645
-2,110
-6% -$1.25M 0.37% 66
2024
Q4 		$19.3M Buy
32,755
+1,376
+4% +$814K 0.43% 59
2024
Q3 		$18.1M Sell
31,379
-3,202
-9% -$1.78M 0.44% 59
2024
Q2 		$18.9M Buy
34,581
+3,208
+10% +$1.69M 0.53% 44
2024
Q1 		$16.5M Sell
31,373
-8,438
-21% -$4.22M 0.5% 49
2023
Q4 		$19M Buy
39,811
+2,604
+7% +$1.17M 0.67% 36
2023
Q3 		$16M Buy
37,207
+3,729
+11% +$1.67M 0.66% 36
2023
Q2 		$14.9M Buy
33,478
+1,774
+6% +$748K 0.63% 39
2023
Q1 		$13M Sell
31,704
-95
-0.3% -$38.1K 0.61% 40
2022
Q4 		$12.2M Buy
31,799
+273
+0.9% +$105K 0.62% 36
2022
Q3 		$11.3M Sell
31,526
-6,860
-18% -$2.74M 0.63% 36
2022
Q2 		$14.6M Buy
38,386
+3,653
+11% +$1.5M 0.8% 25
2022
Q1 		$16M Sell
34,733
-4,251
-11% -$1.9M 0.94% 21
2021
Q4 		$18M Sell
38,984
-2,098
-5% -$967K 1.11% 18
2021
Q3 		$17.7M Buy
41,082
+5,092
+14% +$2.26M 1.22% 17
2021
Q2 		$15.1M Buy
35,990
+16,551
+85% +$6.93M 1.11% 16
2021
Q1 		$7.73M Buy
19,439
+174
+0.9% +$67.4K 0.74% 29
2020
Q4 		$7.23M Buy
19,265
+940
+5% +$335K 0.75% 28
2020
Q3 		$6.16M Sell
18,325
-586
-3% -$195K 0.76% 22
2020
Q2 		$5.86M Buy
18,911
+8,740
+86% +$2.57M 0.96% 16
2020
Q1 		$2.63M Buy
10,171
+154
+2% +$47.2K 0.7% 37
2019
Q4 		$3.24M Buy
10,017
+590
+6% +$183K 0.72% 32
2019
Q3 		$2.81M Sell
9,427
-204
-2% -$60.6K 0.68% 38
2019
Q2 		$2.84M Buy
9,631
+839
+10% +$243K 0.71% 35
2019
Q1 		$2.5M Buy
+8,792
New +$2.4M 0.8% 29

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Great Valley Advisor Group's IVV Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q1 2026, buying an estimated $974K and bringing the position to 32,875 shares worth $21.5M. The position accounts for 0.39% of the portfolio, ranked #67.

Great Valley Advisor Group first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. The position peaked at $21.5M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Great Valley Advisor Group held 32,875 shares of iShares Core S&P 500 ETF worth $21.5M as of Q1 2026.
  • Great Valley Advisor Group bought 1,426 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $974K.
  • iShares Core S&P 500 ETF made up 0.39% of Great Valley Advisor Group's portfolio in Q1 2026, its #67 holding.
  • Great Valley Advisor Group first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's iShares Core S&P 500 ETF position peaked at $21.5M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.