Grove Street Fiduciary’s iShares Core S&P 500 ETF IVV Stock Holding History

Grove Street Fiduciary’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	$695K	Hold	928	–	–	0.29%	38
2026 Q1	$606K	Hold	928	–	–	0.27%	38
2025 Q4	$636K	Buy	928 +97	+12%	+$65.9K	0.27%	38
2025 Q3	$556K	Hold	831	–	–	0.26%	38
2025 Q2	$516K	Hold	831	–	–	0.25%	37
2025 Q1	$467K	Sell	831 -10	-1%	-$5.91K	0.24%	40
2024 Q4	$495K	Buy	+841	New	+$498K	0.26%	36

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

Grove Street Fiduciary's IVV Position: Q2 2026 in Review

Grove Street Fiduciary held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 928 shares worth $695K. The position accounts for 0.29% of the portfolio, ranked #38.

Grove Street Fiduciary first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Grove Street Fiduciary held 928 shares of iShares Core S&P 500 ETF worth $695K as of Q2 2026.
Grove Street Fiduciary left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.29% of Grove Street Fiduciary's portfolio in Q2 2026, its #38 holding.
Grove Street Fiduciary first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.