Garrison Point Advisors’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
2026
Q2
$13.5M Buy
17,985
+1,160
+7% +$845K 5.46% 2
2026
Q1
$11M Buy
16,825
+450
+3% +$307K 5.01% 3
2025
Q4
$11.2M Buy
16,375
+468
+3% +$318K 4.97% 3
2025
Q3
$10.6M Buy
15,907
+357
+2% +$230K 4.47% 3
2025
Q2
$9.65M Buy
15,550
+111
+0.7% +$63.7K 4.43% 4
2025
Q1
$8.68M Buy
15,439
+442
+3% +$261K 4.21% 4
2024
Q4
$8.83M Buy
14,997
+1,690
+13% +$1M 4.19% 4
2024
Q3
$7.68M Buy
13,307
+1,727
+15% +$960K 4.75% 2
2024
Q2
$6.34M Buy
11,580
+264
+2% +$139K 4.18% 4
2024
Q1
$5.95M Buy
11,316
+1,369
+14% +$685K 3.82% 3
2023
Q4
$4.75M Buy
9,947
+878
+10% +$393K 3.35% 4
2023
Q3
$3.89M Sell
9,069
-55
-0.6% -$24.6K 3.01% 4
2023
Q2
$4.07M Buy
9,124
+554
+6% +$233K 2.93% 4
2023
Q1
$3.52M Buy
8,570
+1,108
+15% +$444K 2.64% 4
2022
Q4
$2.87M Buy
7,462
+1,387
+23% +$535K 2.34% 5
2022
Q3
$2.18M Buy
6,075
+166
+3% +$66.3K 1.94% 8
2022
Q2
$2.24M Buy
5,909
+403
+7% +$166K 1.86% 9
2022
Q1
$2.5M Buy
5,506
+226
+4% +$101K 1.75% 11
2021
Q4
$2.52M Buy
5,280
+385
+8% +$177K 1.67% 14
2021
Q3
$2.11M Buy
4,895
+338
+7% +$150K 1.53% 16
2021
Q2
$1.96M Buy
4,557
+72
+2% +$30.2K 1.41% 16
2021
Q1
$1.78M Buy
4,485
+33
+0.7% +$12.8K 1.39% 21
2020
Q4
$1.67M Buy
4,452
+110
+3% +$39.2K 1.34% 21
2020
Q3
$1.46M Buy
4,342
+162
+4% +$53.9K 1.32% 22
2020
Q2
$1.29M Buy
4,180
+189
+5% +$55.5K 1.28% 25
2020
Q1
$1.03M Buy
3,991
+27
+0.7% +$8.27K 1.26% 29
2019
Q4
$1.28M Sell
3,964
-25
-0.6% -$7.74K 1.17% 31
2019
Q3
$1.19M Buy
3,989
+110
+3% +$32.7K 1.18% 32
2019
Q2
$1.14M Buy
3,879
+105
+3% +$30.4K 1.15% 33
2019
Q1
$1.07M Buy
3,774
+224
+6% +$61.2K 1.12% 33
2018
Q4
$893K Buy
+3,550
New +$964K 1.1% 33

Other funds holding IVV

Garrison Point Advisors's IVV Position: Q2 2026 in Review

Garrison Point Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $845K and bringing the position to 17,985 shares worth $13.5M. The position accounts for 5.46% of the portfolio, ranked #2.

Garrison Point Advisors first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Garrison Point Advisors held 17,985 shares of iShares Core S&P 500 ETF worth $13.5M as of Q2 2026.
  • Garrison Point Advisors bought 1,160 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $845K.
  • iShares Core S&P 500 ETF made up 5.46% of Garrison Point Advisors's portfolio in Q2 2026, its #2 holding.
  • Garrison Point Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.