Iron Gate Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Iron Gate Global 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	$413K	Buy	632 +16	+3%	+$10.9K	0.04%	66
2025 Q4	$422K	Buy	616 +197	+47%	+$134K	0.04%	62
2025 Q3	$281K	Hold	419	–	–	0.03%	83
2025 Q2	$260K	Sell	419 -109	-21%	-$62.6K	0.03%	70
2025 Q1	$297K	Sell	528 -1	-0.2%	-$591	0.04%	68
2024 Q4	$311K	Sell	529 -78	-13%	-$46.2K	0.04%	68
2024 Q3	$350K	Buy	607 +181	+42%	+$101K	0.05%	60
2024 Q2	$233K	Buy	+426	New	+$224K	0.04%	85
2024 Q1	–	Sell	-480	Closed	-$229K	–	103
2023 Q4	$229K	Buy	+480	New	+$215K	0.05%	86
2023 Q3	–	Sell	-469	Closed	-$209K	–	95
2023 Q2	$209K	Buy	+469	New	+$198K	0.05%	82
2022 Q2	–	Sell	-499	Closed	-$227K	–	100
2022 Q1	$227K	Sell	499 -106	-18%	-$47.4K	0.05%	93
2021 Q4	$289K	Hold	605	–	–	0.07%	88
2021 Q3	$261K	Buy	605 +5	+0.8%	+$2.22K	0.07%	88
2021 Q2	$258K	Buy	600 +26	+5%	+$10.9K	0.07%	91
2021 Q1	$228K	Sell	574 -48	-8%	-$18.6K	0.07%	87
2020 Q4	$233K	Sell	622 -85	-12%	-$30.3K	0.09%	81
2020 Q3	$237K	Buy	+707	New	+$235K	0.1%	79
2018 Q4	–	Sell	-76	Closed	-$21K	–	149
2018 Q3	$21K	Hold	76	–	–	0.01%	145
2018 Q2	$21K	Buy	+76	New	+$20.7K	0.02%	118

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

Iron Gate Global Advisors's IVV Position: Q1 2026 in Review

Iron Gate Global Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2026, buying an estimated $10.9K and bringing the position to 632 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #66.

Iron Gate Global Advisors first reported a position in IVV in Q2 2018 and has held it in 19 quarters since. The position peaked at $422K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Iron Gate Global Advisors held 632 shares of iShares Core S&P 500 ETF worth $413K as of Q1 2026.
Iron Gate Global Advisors bought 16 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.9K.
iShares Core S&P 500 ETF made up 0.04% of Iron Gate Global Advisors's portfolio in Q1 2026, its #66 holding.
Iron Gate Global Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 19 quarters since.
Iron Gate Global Advisors's iShares Core S&P 500 ETF position peaked at $422K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.