Gratus Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Gratus Wealth 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
2026 Q2	$3.47M	Sell	4,638 -150	-3%	-$109K	0.44%	26
2026 Q1	$3.13M	Buy	4,788 +12	+0.3%	+$8.19K	0.45%	25
2025 Q4	$3.27M	Buy	4,776 +15	+0.3%	+$10.2K	0.45%	25
2025 Q3	$3.19M	Sell	4,761 -28	-0.6%	-$18K	0.45%	25
2025 Q2	$2.97M	Sell	4,789 -33	-0.7%	-$18.9K	0.45%	25
2025 Q1	$2.71M	Sell	4,822 -55	-1%	-$32.5K	0.44%	24
2024 Q4	$2.87M	Sell	4,877 -23	-0.5%	-$13.6K	0.46%	26
2024 Q3	$2.8M	Buy	4,900 +16	+0.3%	+$8.9K	0.46%	28
2024 Q2	$2.7M	Sell	4,884 -12	-0.2%	-$6.31K	0.46%	29
2024 Q1	$2.46M	Buy	4,896 +375	+8%	+$188K	0.45%	30
2023 Q4	$2.16M	Buy	+4,521	New	+$2.02M	0.43%	33

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

Gratus Wealth Advisors's IVV Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $109K and leaving 4,638 shares worth $3.47M. The position accounts for 0.44% of the portfolio, ranked #26.

Gratus Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gratus Wealth Advisors held 4,638 shares of iShares Core S&P 500 ETF worth $3.47M as of Q2 2026.
Gratus Wealth Advisors sold 150 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $109K.
iShares Core S&P 500 ETF made up 0.44% of Gratus Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Gratus Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.