Granite FO LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Granite FO LLC’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 Q3	$2.4M	Sell	3,140 -20	-0.6%	-$15.3K	1.29%	12
2026 Q2	$2.37M	Hold	3,160	–	–	1.25%	14
2026 Q1	$2.06M	Sell	3,160 -253	-7%	-$173K	1.22%	15
2025 Q4	$2.34M	Hold	3,413	–	–	1.25%	15
2025 Q3	$2.28M	Hold	3,413	–	–	1.24%	14
2025 Q2	$2.12M	Hold	3,413	–	–	1.2%	14
2025 Q1	$1.92M	Hold	3,413	–	–	1.09%	16
2024 Q4	$2.01M	Hold	3,413	–	–	1.15%	16
2024 Q3	$1.97M	Hold	3,413	–	–	1.11%	17
2024 Q2	$1.87M	Hold	3,413	–	–	1.19%	15
2024 Q1	$1.92M	Hold	3,413	–	–	1.13%	16
2023 Q4	$1.63M	Hold	3,413	–	–	1.09%	17
2023 Q3	$1.47M	Hold	3,413	–	–	1.03%	18
2023 Q2	$1.52M	Hold	3,413	–	–	1.04%	19
2023 Q1	$1.43M	Hold	3,413	–	–	0.88%	21
2022 Q4	$1.4M	Buy	+3,413	New	+$1.32M	1.08%	15

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Granite FO LLC's IVV Position: Q3 2026 in Review

Granite FO LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 0.63% in Q3 2026, selling an estimated $15.3K and leaving 3,140 shares worth $2.4M. The position accounts for 1.29% of the portfolio, ranked #12.

Granite FO LLC first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Granite FO LLC held 3,140 shares of iShares Core S&P 500 ETF worth $2.4M as of Q3 2026.
Granite FO LLC sold 20 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $15.3K.
iShares Core S&P 500 ETF made up 1.29% of Granite FO LLC's portfolio in Q3 2026, its #12 holding.
Granite FO LLC first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.