Freestone Grove Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Freestone Grove Partners’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	$1.06B	Buy	1,413,000 +427,000	+43%	+$311M	6.79%	1
2026 Q1	$644M	Sell	986,000 -444,000	-31%	-$303M	4.55%	2
2025 Q4	$979M	Buy	1,430,000 +1,129,330	+376%	+$767M	7.08%	1
2025 Q3	$201M	Buy	+300,670	New	+$194M	1.5%	2
2025 Q2	–	Sell	-178,000	Closed	-$100M	–	761
2025 Q1	$100M	Sell	178,000 -995,000	-85%	-$588M	1.03%	9
2024 Q4	$691M	Buy	+1,173,000	New	+$694M	8.46%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Freestone Grove Partners's IVV Position: Q2 2026 in Review

Freestone Grove Partners increased its iShares Core S&P 500 ETF (IVV) stake by 43% in Q2 2026, buying an estimated $311M and bringing the position to 1,413,000 shares worth $1.06B. The position accounts for 6.79% of the portfolio, ranked #1.

Freestone Grove Partners first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Freestone Grove Partners held 1,413,000 shares of iShares Core S&P 500 ETF worth $1.06B as of Q2 2026.
Freestone Grove Partners bought 427,000 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $311M.
iShares Core S&P 500 ETF made up 6.79% of Freestone Grove Partners's portfolio in Q2 2026, its #1 holding.
Freestone Grove Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.