Granite Harbor Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3M Sell
13,778
-1,010
-7% -$735K 4.08% 6
2026
Q1
$9.66M Sell
14,788
-1,332
-8% -$910K 4.22% 3
2025
Q4
$11M Sell
16,120
-720
-4% -$489K 4.66% 3
2025
Q3
$11.3M Sell
16,840
-1,064
-6% -$685K 4.74% 3
2025
Q2
$11.1M Sell
17,904
-1,491
-8% -$856K 5.22% 4
2025
Q1
$10.9M Sell
19,395
-1,043
-5% -$616K 5.79% 3
2024
Q4
$12M Sell
20,438
-533
-3% -$315K 6.65% 3
2024
Q3
$12.1M Sell
20,971
-1,559
-7% -$867K 7% 3
2024
Q2
$12.3M Sell
22,530
-2,256
-9% -$1.19M 7.82% 2
2024
Q1
$13M Sell
24,786
-1,255
-5% -$628K 8.88% 1
2023
Q4
$12.4M Sell
26,041
-800
-3% -$358K 9.34% 1
2023
Q3
$11.5M Buy
26,841
+567
+2% +$254K 9.26% 1
2023
Q2
$11.7M Buy
26,274
+283
+1% +$119K 9.1% 1
2023
Q1
$10.7M Buy
25,991
+189
+0.7% +$75.8K 9.75% 1
2022
Q4
$9.91M Buy
+25,802
New +$9.96M 10.1% 1

Other funds holding IVV

Granite Harbor Advisors's IVV Position: Q2 2026 in Review

Granite Harbor Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, selling an estimated $735K and leaving 13,778 shares worth $10.3M. The position accounts for 4.08% of the portfolio, ranked #6.

Granite Harbor Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q1 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Granite Harbor Advisors held 13,778 shares of iShares Core S&P 500 ETF worth $10.3M as of Q2 2026.
  • Granite Harbor Advisors sold 1,010 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $735K.
  • iShares Core S&P 500 ETF made up 4.08% of Granite Harbor Advisors's portfolio in Q2 2026, its #6 holding.
  • Granite Harbor Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Granite Harbor Advisors's iShares Core S&P 500 ETF position peaked at $13M in Q1 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.