Graetz Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Graetz Wealth's IVV Position: Q2 2026 in Review
Graetz Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, buying an estimated $6.55K and bringing the position to 3,595 shares worth $2.69M. The position accounts for 2.15% of the portfolio, ranked #15.
Graetz Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Graetz Wealth held 3,595 shares of iShares Core S&P 500 ETF worth $2.69M as of Q2 2026.
- Graetz Wealth bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
- iShares Core S&P 500 ETF made up 2.15% of Graetz Wealth's portfolio in Q2 2026, its #15 holding.
- Graetz Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.