Greystone Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Greystone Financial Group’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
2025 Q4	–	Sell	-1,091	Closed	-$730K	–	102
2025 Q3	$730K	Sell	1,091 -30	-3%	-$19.3K	0.11%	81
2025 Q2	$696K	Buy	+1,121	New	+$644K	0.11%	71
2024 Q4	–	Sell	-558	Closed	-$322K	–	102
2024 Q3	$322K	Buy	+558	New	+$310K	0.06%	98
2024 Q1	–	Sell	-739	Closed	-$353K	–	117
2023 Q4	$353K	Buy	+739	New	+$331K	0.08%	89
2022 Q1	–	Sell	-432	Closed	-$206K	–	90
2021 Q4	$206K	Buy	+432	New	+$199K	0.05%	84
2021 Q1	–	Sell	-883	Closed	-$346K	–	97
2020 Q4	$346K	Buy	+883	New	+$314K	0.09%	85

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Greystone Financial Group's IVV Position: Q4 2025 in Review

Greystone Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 1,091 shares — an estimated $730K sold.

Greystone Financial Group first reported a position in IVV in Q4 2020 and held it in 6 quarters. The position peaked at $730K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Greystone Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Greystone Financial Group sold 1,091 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $730K.
Greystone Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 6 quarters.
Greystone Financial Group's iShares Core S&P 500 ETF position peaked at $730K in Q3 2025.
4,002 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Greystone Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.