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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Granite FO LLC's IVV Position: Q2 2026 in Review

Granite FO LLC held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,160 shares worth $2.37M. The position accounts for 1.25% of the portfolio, ranked #14.

Granite FO LLC first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Granite FO LLC held 3,160 shares of iShares Core S&P 500 ETF worth $2.37M as of Q2 2026.
Granite FO LLC left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.25% of Granite FO LLC's portfolio in Q2 2026, its #14 holding.
Granite FO LLC first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.