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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GR Financial Group's IVV Position: Q1 2026 in Review

GR Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 68% in Q1 2026, selling an estimated $213M and leaving 148,534 shares worth $97M. The position accounts for 32.18% of the portfolio, ranked #1.

GR Financial Group first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $316M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • GR Financial Group held 148,534 shares of iShares Core S&P 500 ETF worth $97M as of Q1 2026.
  • GR Financial Group sold 312,092 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $213M.
  • iShares Core S&P 500 ETF made up 32.18% of GR Financial Group's portfolio in Q1 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 7 quarters since.
  • GR Financial Group's iShares Core S&P 500 ETF position peaked at $316M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on GR Financial Group's 13F filing for Q1 2026, filed 11 May 2026.