Grange Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Grange Capital’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	$498K	Sell	665 -106	-14%	-$77.2K	0.46%	38
2026 Q1	$504K	Buy	771 +29	+4%	+$19.8K	0.5%	35
2025 Q4	$508K	Sell	742 -35	-5%	-$23.8K	0.49%	34
2025 Q3	$520K	Hold	777	–	–	0.5%	35
2025 Q2	$482K	Sell	777 -152	-16%	-$87.3K	0.5%	36
2025 Q1	$522K	Sell	929 -33	-3%	-$19.5K	0.61%	32
2024 Q4	$566K	Buy	+962	New	+$569K	0.59%	33

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

Grange Capital's IVV Position: Q2 2026 in Review

Grange Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $77.2K and leaving 665 shares worth $498K. The position accounts for 0.46% of the portfolio, ranked #38.

Grange Capital first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Grange Capital held 665 shares of iShares Core S&P 500 ETF worth $498K as of Q2 2026.
Grange Capital sold 106 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $77.2K.
iShares Core S&P 500 ETF made up 0.46% of Grange Capital's portfolio in Q2 2026, its #38 holding.
Grange Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Grange Capital's iShares Core S&P 500 ETF position peaked at $566K in Q4 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Grange Capital's 13F filing for Q2 2026, filed 28 Jul 2026.