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

Grey Fox 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 		$747K Buy
997
+141
+16% +$103K 0.12% 86
2026
Q1 		$559K Buy
856
+14
+2% +$9.56K 0.11% 80
2025
Q4 		$576K Sell
842
-85
-9% -$57.7K 0.12% 80
2025
Q3 		$620K Sell
927
-15
-2% -$9.66K 0.13% 79
2025
Q2 		$585K Sell
942
-24
-2% -$13.8K 0.14% 76
2025
Q1 		$543K Sell
966
-16
-2% -$9.45K 0.14% 78
2024
Q4 		$578K Sell
982
-44
-4% -$26K 0.16% 79
2024
Q3 		$592K Sell
1,026
-49
-5% -$27.2K 0.17% 76
2024
Q2 		$588K Buy
1,075
+99
+10% +$52.1K 0.21% 66
2024
Q1 		$513K Sell
976
-74
-7% -$37K 0.19% 70
2023
Q4 		$501K Sell
1,050
-9
-0.8% -$4.03K 0.22% 65
2023
Q3 		$457K Buy
1,059
+86
+9% +$38.5K 0.23% 66
2023
Q2 		$434K Sell
973
-40
-4% -$16.9K 0.22% 69
2023
Q1 		$416K Buy
1,013
+263
+35% +$105K 0.25% 61
2022
Q4 		$288K Buy
+750
New +$289K 0.19% 71

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Grey Fox Wealth Advisors's IVV Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, buying an estimated $103K and bringing the position to 997 shares worth $747K. The position accounts for 0.12% of the portfolio, ranked #86.

Grey Fox Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Grey Fox Wealth Advisors held 997 shares of iShares Core S&P 500 ETF worth $747K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 141 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P 500 ETF made up 0.12% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.