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 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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Grant Private Wealth Management's IVV Position: Q2 2026 in Review

Grant Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, selling an estimated $27.7K and leaving 1,129 shares worth $845K. The position accounts for 0.36% of the portfolio, ranked #56.

Grant Private Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Grant Private Wealth Management held 1,129 shares of iShares Core S&P 500 ETF worth $845K as of Q2 2026.
Grant Private Wealth Management sold 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.36% of Grant Private Wealth Management's portfolio in Q2 2026, its #56 holding.
Grant Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's iShares Core S&P 500 ETF position peaked at $1.3M in Q4 2025.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.