Greenwood Gearhart’s iShares Core S&P 500 ETF IVV Stock Holding History

Greenwood Gearhart’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	$10.2M	Sell	13,559 -75	-0.6%	-$54.6K	0.47%	46
2026 Q1	$8.91M	Buy	13,634 +1,850	+16%	+$1.26M	0.48%	43
2025 Q4	$8.07M	Sell	11,784 -2,184	-16%	-$1.48M	0.44%	43
2025 Q3	$9.35M	Sell	13,968 -1,235	-8%	-$795K	0.54%	42
2025 Q2	$9.44M	Sell	15,203 -2,327	-13%	-$1.34M	0.59%	41
2025 Q1	$9.85M	Sell	17,530 -1,154	-6%	-$681K	0.68%	35
2024 Q4	$11M	Buy	+18,684	New	+$11.1M	0.76%	36
2019 Q2	–	Sell	-1,416	Closed	-$403K	–	75
2019 Q1	$403K	Buy	1,416 +606	+75%	+$166K	0.12%	63
2018 Q4	$204K	Buy	810 +70	+9%	+$19K	0.07%	63
2018 Q3	$217K	Sell	740 -30	-4%	-$8.61K	0.06%	68
2018 Q2	$210K	Sell	770 -55	-7%	-$15K	0.06%	67
2018 Q1	$219K	Hold	825	–	–	0.07%	66
2017 Q4	$222K	Sell	825 -90	-10%	-$23.6K	0.07%	59
2017 Q3	$231K	Buy	+915	New	+$227K	0.08%	56

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

Greenwood Gearhart's IVV Position: Q2 2026 in Review

Greenwood Gearhart reduced its iShares Core S&P 500 ETF (IVV) stake by 0.55% in Q2 2026, selling an estimated $54.6K and leaving 13,559 shares worth $10.2M. The position accounts for 0.47% of the portfolio, ranked #46.

Greenwood Gearhart first reported a position in IVV in Q3 2017 and has held it in 14 quarters since. The position peaked at $11M in Q4 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Greenwood Gearhart held 13,559 shares of iShares Core S&P 500 ETF worth $10.2M as of Q2 2026.
Greenwood Gearhart sold 75 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $54.6K.
iShares Core S&P 500 ETF made up 0.47% of Greenwood Gearhart's portfolio in Q2 2026, its #46 holding.
Greenwood Gearhart first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 14 quarters since.
Greenwood Gearhart's iShares Core S&P 500 ETF position peaked at $11M in Q4 2024.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.