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GR Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

GR Financial Group’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 		$403M Buy
538,536
+390,002
+263% +$284M 54.8% 1
2026
Q1 		$97M Sell
148,534
-312,092
-68% -$213M 32.18% 1
2025
Q4 		$316M Sell
460,626
-2,350
-0.5% -$1.6M 70.89% 1
2025
Q3 		$310M Buy
462,976
+147
+0% +$94.7K 71.64% 1
2025
Q2 		$287M Sell
462,829
-48,679
-10% -$28M 70.26% 1
2025
Q1 		$287M Buy
511,508
+9,641
+2% +$5.69M 44.31% 1
2024
Q4 		$295M Buy
501,867
+8,063
+2% +$4.77M 49.97% 1
2024
Q3 		$285M Buy
+493,804
New +$275M 49.87% 1

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

GR Financial Group's IVV Position: Q2 2026 in Review

GR Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 263% in Q2 2026, buying an estimated $284M and bringing the position to 538,536 shares worth $403M. The position accounts for 54.8% of the portfolio, ranked #1.

GR Financial Group first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • GR Financial Group held 538,536 shares of iShares Core S&P 500 ETF worth $403M as of Q2 2026.
  • GR Financial Group bought 390,002 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $284M.
  • iShares Core S&P 500 ETF made up 54.8% of GR Financial Group's portfolio in Q2 2026, its #1 holding.
  • GR Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GR Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.