Financial Gravity Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Gravity Asset 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	$2.84M	Sell	4,353 -166	-4%	-$113K	0.51%	47
2025 Q4	$3.1M	Sell	4,519 -893	-17%	-$606K	0.6%	41
2025 Q3	$3.62M	Buy	+5,412	New	+$3.49M	0.72%	38
2025 Q1	$3.15M	Buy	+5,607	New	+$3.31M	0.69%	36
2024 Q2	$7.21M	Sell	13,173 -1,824	-12%	-$959K	1.8%	16
2024 Q1	$7.16M	Hold	14,997	–	–	2.02%	16
2023 Q4	$7.16M	Buy	+14,997	New	+$6.71M	2.01%	16
2021 Q3	$431K	Sell	7 -3	-30%	-$1.33K	0.2%	90
2021 Q2	$430K	Buy	+10	New	+$4.19K	0.15%	93
2020 Q4	$3K	Buy	+7	New	+$2.49K	﹤0.01%	269
2019 Q4	$91K	Hold	283	–	–	0.06%	361
2019 Q3	$84K	Hold	283	–	–	0.07%	229
2019 Q2	$83K	Sell	283 -423	-60%	-$123K	0.07%	251
2019 Q1	$203K	Buy	+706	New	+$193K	0.16%	134
2018 Q3	$83K	Buy	308 +272	+756%	+$78K	0.09%	235
2018 Q2	$10K	Buy	+36	New	+$9.79K	0.01%	568

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Gravity Asset Management's IVV Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q1 2026, selling an estimated $113K and leaving 4,353 shares worth $2.84M. The position accounts for 0.51% of the portfolio, ranked #47.

Financial Gravity Asset Management first reported a position in IVV in Q2 2018 and has held it in 16 quarters since. The position peaked at $7.21M in Q2 2024. 3,996 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Financial Gravity Asset Management held 4,353 shares of iShares Core S&P 500 ETF worth $2.84M as of Q1 2026.
Financial Gravity Asset Management sold 166 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $113K.
iShares Core S&P 500 ETF made up 0.51% of Financial Gravity Asset Management's portfolio in Q1 2026, its #47 holding.
Financial Gravity Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's iShares Core S&P 500 ETF position peaked at $7.21M in Q2 2024.
3,996 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.