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Garrison Bradford & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Garrison Bradford & 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 		$1.29M Sell
1,725
-100
-5% -$72.8K 1.4% 21
2026
Q1 		$1.19M Buy
+1,825
New +$1.25M 1.35% 21

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Garrison Bradford & Associates's IVV Position: Q2 2026 in Review

Garrison Bradford & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, selling an estimated $72.8K and leaving 1,725 shares worth $1.29M. The position accounts for 1.4% of the portfolio, ranked #21.

Garrison Bradford & Associates first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Garrison Bradford & Associates held 1,725 shares of iShares Core S&P 500 ETF worth $1.29M as of Q2 2026.
  • Garrison Bradford & Associates sold 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P 500 ETF made up 1.4% of Garrison Bradford & Associates's portfolio in Q2 2026, its #21 holding.
  • Garrison Bradford & Associates first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Garrison Bradford & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.