Gradient Capital 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 | $39.2M | Sell |
52,370
-520
| -1% | -$379K | 9.08% | 1 |
|
|
2026
Q1 | $34.5M | Buy |
52,890
+746
| +1% | +$509K | 8.96% | 1 |
|
|
2025
Q4 | $35.7M | Sell |
52,144
-352
| -0.7% | -$239K | 9.2% | 1 |
|
|
2025
Q3 | $35.1M | Buy |
52,496
+248
| +0.5% | +$160K | 9.42% | 1 |
|
|
2025
Q2 | $32.4M | Buy |
52,248
+618
| +1% | +$355K | 9.58% | 1 |
|
|
2025
Q1 | $29M | Buy |
51,630
+1,251
| +2% | +$739K | 9.47% | 1 |
|
|
2024
Q4 | $29.7M | Buy |
50,379
+204
| +0.4% | +$121K | 9.56% | 1 |
|
|
2024
Q3 | $28.9M | Sell |
50,175
-15
| -0% | -$8.34K | 9.58% | 1 |
|
|
2024
Q2 | $27.5M | Sell |
50,190
-1,968
| -4% | -$1.03M | 9.82% | 1 |
|
|
2024
Q1 | $27.4M | Sell |
52,158
-3,002
| -5% | -$1.5M | 10.07% | 1 |
|
|
2023
Q4 | $26.3M | Sell |
55,160
-880
| -2% | -$394K | 10.03% | 1 |
|
|
2023
Q3 | $24.1M | Sell |
56,040
-734
| -1% | -$328K | 10.06% | 1 |
|
|
2023
Q2 | $25.3M | Buy |
56,774
+10
| +0% | +$4.21K | 10.15% | 1 |
|
|
2023
Q1 | $23.3M | Buy |
56,764
+700
| +1% | +$281K | 9.92% | 1 |
|
|
2022
Q4 | $21.5M | Buy |
56,064
+1,524
| +3% | +$588K | 9.79% | 1 |
|
|
2022
Q3 | $19.6M | Sell |
54,540
-2,085
| -4% | -$833K | 9.34% | 1 |
|
|
2022
Q2 | $21.5M | Buy |
56,625
+3,401
| +6% | +$1.4M | 10.3% | 1 |
|
|
2022
Q1 | $24.1M | Buy |
53,224
+1,291
| +2% | +$577K | 10.23% | 1 |
|
|
2021
Q4 | $24.8M | Sell |
51,933
-1,194
| -2% | -$550K | 10.31% | 1 |
|
|
2021
Q3 | $22.9M | Sell |
53,127
-283
| -0.5% | -$125K | 10.49% | 1 |
|
|
2021
Q2 | $23M | Buy |
53,410
+1,050
| +2% | +$440K | 10.76% | 1 |
|
|
2021
Q1 | $20.8M | Buy |
52,360
+2,165
| +4% | +$838K | 11.03% | 1 |
|
|
2020
Q4 | $18.8M | Sell |
50,195
-3,128
| -6% | -$1.11M | 10.74% | 1 |
|
|
2020
Q3 | $17.9M | Sell |
53,323
-4,650
| -8% | -$1.55M | 11.19% | 1 |
|
|
2020
Q2 | $18M | Sell |
57,973
-3,958
| -6% | -$1.16M | 12.14% | 1 |
|
|
2020
Q1 | $16M | Buy |
61,931
+18,699
| +43% | +$5.73M | 12.92% | 1 |
|
|
2019
Q4 | $14M | Buy |
43,232
+118
| +0.3% | +$36.5K | 9.73% | 1 |
|
|
2019
Q3 | $12.9M | Buy |
43,114
+1,784
| +4% | +$530K | 9.61% | 1 |
|
|
2019
Q2 | $12.2M | Buy |
41,330
+878
| +2% | +$254K | 9.36% | 1 |
|
|
2019
Q1 | $11.5M | Sell |
40,452
-2,661
| -6% | -$728K | 9.18% | 1 |
|
|
2018
Q4 | $10.8M | Buy |
43,113
+3,475
| +9% | +$944K | 9.37% | 1 |
|
|
2018
Q3 | $11.6M | Sell |
39,638
-1,389
| -3% | -$398K | 9.78% | 1 |
|
|
2018
Q2 | $11.2M | Buy |
41,027
+858
| +2% | +$233K | 10.41% | 1 |
|
|
2018
Q1 | $10.7M | Sell |
40,169
-1,047
| -3% | -$288K | 10.65% | 1 |
|
|
2017
Q4 | $11.1M | Buy |
+41,216
| New | +$10.8M | 11.35% | 1 |
|
Other funds holding IVV
CM
Gradient Capital Advisors's IVV Position: Q2 2026 in Review
Gradient Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, selling an estimated $379K and leaving 52,370 shares worth $39.2M. The position accounts for 9.08% of the portfolio, ranked #1.
Gradient Capital Advisors first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Gradient Capital Advisors held 52,370 shares of iShares Core S&P 500 ETF worth $39.2M as of Q2 2026.
- Gradient Capital Advisors sold 520 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $379K.
- iShares Core S&P 500 ETF made up 9.08% of Gradient Capital Advisors's portfolio in Q2 2026, its #1 holding.
- Gradient Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.