SJGA
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Stephen J. Garry & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Stephen J. Garry & Associates’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
Q2 		$4.86M Sell
6,496
-426
-6% -$310K 3.55% 10
2026
Q1 		$4.52M Sell
6,922
-515
-7% -$352K 3.64% 10
2025
Q4 		$5.09M Sell
7,437
-137
-2% -$93K 4.04% 8
2025
Q3 		$5.07M Sell
7,574
-319
-4% -$205K 4.05% 8
2025
Q2 		$4.9M Sell
7,893
-109
-1% -$62.6K 4.24% 8
2025
Q1 		$4.5M Sell
8,002
-43
-0.5% -$25.4K 4.2% 8
2024
Q4 		$4.74M Sell
8,045
-129
-2% -$76.4K 4.37% 8
2024
Q3 		$4.71M Sell
8,174
-138
-2% -$76.7K 4.48% 10
2024
Q2 		$4.55M Sell
8,312
-2
-0% -$1.05K 4.6% 9
2024
Q1 		$4.37M Buy
8,314
+276
+3% +$138K 4.52% 9
2023
Q4 		$3.84M Buy
+8,038
New +$3.6M 4.25% 10

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Stephen J. Garry & Associates's IVV Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 6.2% in Q2 2026, selling an estimated $310K and leaving 6,496 shares worth $4.86M. The position accounts for 3.55% of the portfolio, ranked #10.

Stephen J. Garry & Associates first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.09M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stephen J. Garry & Associates held 6,496 shares of iShares Core S&P 500 ETF worth $4.86M as of Q2 2026.
  • Stephen J. Garry & Associates sold 426 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $310K.
  • iShares Core S&P 500 ETF made up 3.55% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #10 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Stephen J. Garry & Associates's iShares Core S&P 500 ETF position peaked at $5.09M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.