Grant Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Grant Private Wealth Management’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	$1.06M	Buy	1,384 +255	+23%	+$195K	0.48%	49
2026 Q2	$845K	Sell	1,129 -38	-3%	-$27.7K	0.36%	56
2026 Q1	$762K	Sell	1,167 -730	-38%	-$498K	0.4%	53
2025 Q4	$1.3M	Buy	1,897 +680	+56%	+$462K	0.78%	31
2025 Q3	$815K	Buy	1,217 +809	+198%	+$521K	0.5%	41
2025 Q2	$253K	Sell	408 -856	-68%	-$491K	0.14%	61
2025 Q1	$710K	Sell	1,264 -20	-2%	-$11.8K	0.77%	35
2024 Q4	$756K	Buy	+1,284	New	+$760K	0.82%	32

Other funds holding IVV

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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Grant Private Wealth Management's IVV Position: Q3 2026 in Review

Grant Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q3 2026, buying an estimated $195K and bringing the position to 1,384 shares worth $1.06M. The position accounts for 0.48% of the portfolio, ranked #49.

Grant Private Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Grant Private Wealth Management held 1,384 shares of iShares Core S&P 500 ETF worth $1.06M as of Q3 2026.
Grant Private Wealth Management bought 255 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $195K.
iShares Core S&P 500 ETF made up 0.48% of Grant Private Wealth Management's portfolio in Q3 2026, its #49 holding.
Grant Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's iShares Core S&P 500 ETF position peaked at $1.3M in Q4 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.