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

Graybill 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	$374K	Sell	500 -50	-9%	-$36.4K	0.1%	67
2026 Q1	$359K	Sell	550 -50	-8%	-$34.1K	0.11%	68
2025 Q4	$411K	Hold	600	–	–	0.12%	67
2025 Q3	$402K	Hold	600	–	–	0.12%	66
2025 Q2	$373K	Hold	600	–	–	0.12%	69
2025 Q1	$337K	Buy	+600	New	+$354K	0.12%	69

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Graybill Wealth Management's IVV Position: Q2 2026 in Review

Graybill Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, selling an estimated $36.4K and leaving 500 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #67.

Graybill Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $411K in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Graybill Wealth Management held 500 shares of iShares Core S&P 500 ETF worth $374K as of Q2 2026.
Graybill Wealth Management sold 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
iShares Core S&P 500 ETF made up 0.1% of Graybill Wealth Management's portfolio in Q2 2026, its #67 holding.
Graybill Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Graybill Wealth Management's iShares Core S&P 500 ETF position peaked at $411K in Q4 2025.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.