GIA
IVV icon

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

Granite Investment Advisors’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
2021
Q3 		$232K Hold
538
– – 0.04% 161
2021
Q2 		$231K Buy
+538
New +$225K 0.04% 171

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Granite Investment Advisors's IVV Position: Q3 2021 in Review

Granite Investment Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2021 at 538 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #161.

Granite Investment Advisors first reported a position in IVV in Q2 2021 and has held it in 2 quarters since. 2,259 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

  • Granite Investment Advisors held 538 shares of iShares Core S&P 500 ETF worth $232K as of Q3 2021.
  • Granite Investment Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2021.
  • iShares Core S&P 500 ETF made up 0.04% of Granite Investment Advisors's portfolio in Q3 2021, its #161 holding.
  • Granite Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 2 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.