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

Granite Bay 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 Q1	$1.04M	Hold	1,588	–	–	0.22%	40
2025 Q4	$1.09M	Hold	1,588	–	–	0.26%	40
2025 Q3	$1.06M	Buy	+1,588	New	+$1.02M	0.28%	39
2025 Q2	–	Sell	-381	Closed	-$214K	–	71
2025 Q1	$214K	Buy	381 +6	+2%	+$3.54K	0.07%	69
2024 Q4	$221K	Buy	+375	New	+$222K	0.08%	69
2024 Q3	–	Sell	-1,796	Closed	-$983K	–	53
2024 Q2	$983K	Buy	+1,796	New	+$944K	0.53%	29
2024 Q1	–	Sell	-34,615	Closed	-$15.5M	–	179
2023 Q4	$15.5M	Sell	34,615 -539	-2%	-$241K	0.14%	66
2023 Q3	$15.7M	Buy	+35,154	New	+$15.7M	0.15%	66
2023 Q2	–	Sell	-4,289	Closed	-$1.76M	–	55
2023 Q1	$1.76M	Buy	4,289 +3,324	+344%	+$1.33M	1.23%	18
2022 Q4	$371K	Buy	+965	New	+$372K	0.24%	44

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Granite Bay Wealth Management's IVV Position: Q1 2026 in Review

Granite Bay Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,588 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #40.

Granite Bay Wealth Management first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $15.7M in Q3 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Granite Bay Wealth Management held 1,588 shares of iShares Core S&P 500 ETF worth $1.04M as of Q1 2026.
Granite Bay Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.22% of Granite Bay Wealth Management's portfolio in Q1 2026, its #40 holding.
Granite Bay Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
Granite Bay Wealth Management's iShares Core S&P 500 ETF position peaked at $15.7M in Q3 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.