Grand Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Grand Wealth Management’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	$407K	Hold	543	–	–	0.17%	31
2026 Q1	$355K	Sell	543 -2	-0.4%	-$1.37K	0.17%	29
2025 Q4	$373K	Buy	545 +2	+0.4%	+$1.36K	0.17%	27
2025 Q3	$363K	Hold	543	–	–	0.18%	27
2025 Q2	$337K	Hold	543	–	–	0.17%	28
2025 Q1	$305K	Hold	543	–	–	0.17%	28
2024 Q4	$320K	Hold	543	–	–	0.18%	27
2024 Q3	$313K	Buy	543 +172	+46%	+$95.6K	0.18%	27
2024 Q2	$203K	Sell	371 -17	-4%	-$8.94K	0.12%	35
2024 Q1	$204K	Hold	388	–	–	0.1%	44
2023 Q4	$185K	Hold	388	–	–	0.1%	48
2023 Q3	$167K	Sell	388 -52	-12%	-$23.3K	0.1%	41
2023 Q2	$196K	Sell	440 -232	-35%	-$97.8K	0.12%	40
2023 Q1	$276K	Hold	672	–	–	0.17%	36
2022 Q4	$258K	Buy	672 +563	+517%	+$217K	0.16%	36
2022 Q3	$39K	Hold	109	–	–	0.02%	46
2022 Q2	$41K	Hold	109	–	–	0.02%	48
2022 Q1	$49K	Hold	109	–	–	0.02%	45
2021 Q4	$52K	Buy	+109	New	+$50.2K	0.02%	45

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Grand Wealth Management's IVV Position: Q2 2026 in Review

Grand Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 543 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #31.

Grand Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Grand Wealth Management held 543 shares of iShares Core S&P 500 ETF worth $407K as of Q2 2026.
Grand Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.17% of Grand Wealth Management's portfolio in Q2 2026, its #31 holding.
Grand Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.