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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
Q2 		$563K Buy
752
+393
+109% +$286K 0.2% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Graney & King's IVV Position: Q2 2026 in Review

Graney & King increased its iShares Core S&P 500 ETF (IVV) stake by 109% in Q2 2026, buying an estimated $286K and bringing the position to 752 shares worth $563K. The position accounts for 0.2% of the portfolio, ranked #43.

Graney & King first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Graney & King held 752 shares of iShares Core S&P 500 ETF worth $563K as of Q2 2026.
  • Graney & King bought 393 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $286K.
  • iShares Core S&P 500 ETF made up 0.2% of Graney & King's portfolio in Q2 2026, its #43 holding.
  • Graney & King first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.