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Graney & King’s iShares Core S&P 500 ETF IVV Stock Holding History

Graney & King’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 		$234K Buy
359
+1
+0.3% +$683 0.13% 60
2025
Q4 		$245K Sell
358
-39
-10% -$26.5K 0.14% 56
2025
Q3 		$266K Sell
397
-9
-2% -$5.8K 0.18% 54
2025
Q2 		$252K Hold
406
– – 0.17% 51
2025
Q1 		$228K Buy
406
+239
+143% +$141K 0.17% 51
2024
Q4 		$98.3K Buy
+167
New +$98.8K 0.07% 85

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

Graney & King's IVV Position: Q1 2026 in Review

Graney & King increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q1 2026, buying an estimated $683 and bringing the position to 359 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #60.

Graney & King first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Graney & King held 359 shares of iShares Core S&P 500 ETF worth $234K as of Q1 2026.
  • Graney & King bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
  • iShares Core S&P 500 ETF made up 0.13% of Graney & King's portfolio in Q1 2026, its #60 holding.
  • Graney & King first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's iShares Core S&P 500 ETF position peaked at $266K in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.