Griffith & Werner’s iShares Core S&P 500 ETF IVV Stock Holding History

Griffith & Werner’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	$1.8M	Buy	2,410 +2,003	+492%	+$1.46M	0.85%	31
2026 Q1	$266K	Buy	407 +2	+0.5%	+$1.37K	0.13%	62
2025 Q4	$277K	Buy	405 +1	+0.2%	+$679	0.14%	59
2025 Q3	$277K	Buy	+404	New	+$260K	0.14%	60
2025 Q1	$331K	Sell	589 -423	-42%	-$250K	0.21%	51
2024 Q4	$596K	Buy	+1,012	New	+$599K	0.39%	39

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

Griffith & Werner's IVV Position: Q2 2026 in Review

Griffith & Werner increased its iShares Core S&P 500 ETF (IVV) stake by 492% in Q2 2026, buying an estimated $1.46M and bringing the position to 2,410 shares worth $1.8M. The position accounts for 0.85% of the portfolio, ranked #31.

Griffith & Werner first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Griffith & Werner held 2,410 shares of iShares Core S&P 500 ETF worth $1.8M as of Q2 2026.
Griffith & Werner bought 2,003 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46M.
iShares Core S&P 500 ETF made up 0.85% of Griffith & Werner's portfolio in Q2 2026, its #31 holding.
Griffith & Werner first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.