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 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 $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

Freestone Grove Partners's IVV Position: Q1 2026 in Review

Freestone Grove Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 31% in Q1 2026, selling an estimated $303M and leaving 986,000 shares worth $644M. The position accounts for 4.55% of the portfolio, ranked #2.

Freestone Grove Partners first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $979M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Freestone Grove Partners held 986,000 shares of iShares Core S&P 500 ETF worth $644M as of Q1 2026.
Freestone Grove Partners sold 444,000 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $303M.
iShares Core S&P 500 ETF made up 4.55% of Freestone Grove Partners's portfolio in Q1 2026, its #2 holding.
Freestone Grove Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Freestone Grove Partners's iShares Core S&P 500 ETF position peaked at $979M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.