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GSB Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GSB Wealth Management’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 		$22.5M Sell
34,438
-45
-0.1% -$30.7K 5.08% 1
2025
Q4 		$23.6M Buy
34,483
+1,899
+6% +$1.29M 5.34% 1
2025
Q3 		$21.8M Buy
32,584
+1,568
+5% +$1.01M 4.94% 1
2025
Q2 		$19.2M Sell
31,016
-979
-3% -$562K 4.7% 1
2025
Q1 		$18M Sell
31,995
-4,488
-12% -$2.65M 4.72% 1
2024
Q4 		$21.5M Buy
36,483
+1,532
+4% +$907K 5.55% 1
2024
Q3 		$20.2M Buy
34,951
+426
+1% +$237K 5.16% 1
2024
Q2 		$18.9M Buy
34,525
+1,762
+5% +$927K 5.16% 1
2024
Q1 		$17.2M Sell
32,763
-3,400
-9% -$1.7M 4.85% 1
2023
Q4 		$17.3M Buy
36,163
+275
+0.8% +$123K 5.31% 2
2023
Q3 		$15.4M Buy
35,888
+1,963
+6% +$878K 5.16% 2
2023
Q2 		$15.1M Buy
33,925
+7,166
+27% +$3.02M 4.92% 1
2023
Q1 		$11M Buy
26,759
+20,045
+299% +$8.04M 3.6% 1
2022
Q4 		$2.58M Buy
6,714
+1,435
+27% +$554K 0.92% 33
2022
Q3 		$1.89M Buy
5,279
+1,911
+57% +$763K 0.69% 51
2022
Q2 		$1.28M Buy
3,368
+130
+4% +$53.5K 0.44% 87
2022
Q1 		$1.47M Buy
3,238
+1,512
+88% +$676K 0.43% 85
2021
Q4 		$823K Buy
+1,726
New +$795K 0.24% 128
2021
Q3 		– Sell
-1,430
Closed -$615K – 183
2021
Q2 		$615K Sell
1,430
-111
-7% -$46.5K 0.19% 141
2021
Q1 		$613K Buy
+1,541
New +$597K 0.2% 130

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

GSB Wealth Management's IVV Position: Q1 2026 in Review

GSB Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.13% in Q1 2026, selling an estimated $30.7K and leaving 34,438 shares worth $22.5M. The position accounts for 5.08% of the portfolio, ranked #1.

GSB Wealth Management first reported a position in IVV in Q1 2021 and has held it in 20 quarters since. The position peaked at $23.6M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • GSB Wealth Management held 34,438 shares of iShares Core S&P 500 ETF worth $22.5M as of Q1 2026.
  • GSB Wealth Management sold 45 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $30.7K.
  • iShares Core S&P 500 ETF made up 5.08% of GSB Wealth Management's portfolio in Q1 2026, its #1 holding.
  • GSB Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • GSB Wealth Management's iShares Core S&P 500 ETF position peaked at $23.6M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.