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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.4M Buy
+5,482
New +$3.15M 0.67% 39
2024
Q4
$3.36M Sell
5,713
-788
-12% -$466K 0.77% 32
2024
Q3
$3.75M Buy
+6,501
New +$3.61M 1% 23
2018
Q4
$82K Buy
+303
New +$82.3K 0.07% 226

Other funds holding IVV

Financial Gravity Companies's IVV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2025: 5,482 shares worth $3.4M. The stake represents 0.67% of the portfolio and ranks #39 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IVV as recently as Q4 2024.

Financial Gravity Companies first reported a position in IVV in Q4 2018 and has held it in 4 quarters since. The position peaked at $3.75M in Q3 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Financial Gravity Companies held 5,482 shares of iShares Core S&P 500 ETF worth $3.4M as of Q2 2025.
  • iShares Core S&P 500 ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core S&P 500 ETF made up 0.67% of Financial Gravity Companies's portfolio in Q2 2025, its #39 holding.
  • Financial Gravity Companies first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares Core S&P 500 ETF position peaked at $3.75M in Q3 2024.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.