Granite Bay Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Granite Bay Wealth Management's IVV Position: Q2 2026 in Review
Granite Bay Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 106% in Q2 2026, buying an estimated $1.22M and bringing the position to 3,270 shares worth $2.45M. The position accounts for 0.23% of the portfolio, ranked #59.
Granite Bay Wealth Management first reported a position in IVV in Q4 2022 and has held it in 9 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Granite Bay Wealth Management held 3,270 shares of iShares Core S&P 500 ETF worth $2.45M as of Q2 2026.
- Granite Bay Wealth Management bought 1,682 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
- iShares Core S&P 500 ETF made up 0.23% of Granite Bay Wealth Management's portfolio in Q2 2026, its #59 holding.
- Granite Bay Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.