Gryphon Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$192M Sell
294,166
-3,743
-1% -$2.56M 19.69% 1
2025
Q4
$204M Sell
297,909
-2,522
-0.8% -$1.71M 21.83% 1
2025
Q3
$201M Sell
300,431
-127
-0% -$81.8K 22.93% 1
2025
Q2
$187M Sell
300,558
-3,102
-1% -$1.78M 24.37% 1
2025
Q1
$171M Buy
303,660
+1,304
+0.4% +$770K 24.6% 1
2024
Q4
$178M Buy
302,356
+1,188
+0.4% +$703K 25.43% 1
2024
Q3
$174M Sell
301,168
-2,947
-1% -$1.64M 23.48% 1
2024
Q2
$166M Buy
304,115
+12,375
+4% +$6.51M 24.92% 1
2024
Q1
$153M Buy
291,740
+8,746
+3% +$4.38M 25.49% 1
2023
Q4
$135M Sell
282,994
-3,570
-1% -$1.6M 23.88% 1
2023
Q3
$123M Sell
286,564
-12,954
-4% -$5.79M 28.55% 1
2023
Q2
$133M Sell
299,518
-4,349
-1% -$1.83M 28.9% 1
2023
Q1
$125M Buy
303,867
+339
+0.1% +$136K 28.42% 1
2022
Q4
$117M Sell
303,528
-4,047
-1% -$1.56M 27.75% 1
2022
Q3
$110M Buy
307,575
+4,517
+1% +$1.8M 27.8% 1
2022
Q2
$115M Buy
303,058
+4,808
+2% +$1.98M 27.89% 1
2022
Q1
$135M Buy
298,250
+17,353
+6% +$7.76M 27.56% 1
2021
Q4
$134M Buy
280,897
+32,954
+13% +$15.2M 25.39% 1
2021
Q3
$107M Sell
247,943
-11,530
-4% -$5.11M 23.72% 1
2021
Q2
$111M Sell
259,473
-901
-0.3% -$377K 25.07% 1
2021
Q1
$104M Buy
260,374
+6,264
+2% +$2.43M 23.53% 1
2020
Q4
$95.4M Buy
254,110
+9,134
+4% +$3.25M 24.57% 1
2020
Q3
$82.3M Sell
244,976
-4,276
-2% -$1.42M 24.33% 1
2020
Q2
$77.2M Buy
249,252
+11,022
+5% +$3.24M 23.93% 1
2020
Q1
$61.6M Buy
238,230
+8,836
+4% +$2.71M 22.67% 1
2019
Q4
$74.1M Buy
229,394
+493
+0.2% +$153K 19.24% 1
2019
Q3
$68.3M Buy
228,901
+209
+0.1% +$62.1K 19.71% 1
2019
Q2
$67.4M Sell
228,692
-4,807
-2% -$1.39M 19.4% 1
2019
Q1
$66.4M Buy
233,499
+57,474
+33% +$15.7M 19.6% 1
2018
Q4
$44.3M Buy
176,025
+25,140
+17% +$6.83M 11.27% 1
2018
Q3
$44.2M Buy
150,885
+1,213
+0.8% +$348K 13.18% 1
2018
Q2
$40.9M Buy
149,672
+6,842
+5% +$1.86M 18.45% 1
2018
Q1
$37.9M Buy
142,830
+157
+0.1% +$43.2K 19.42% 1
2017
Q4
$38.4M Buy
+142,673
New +$37.4M 21.81% 1

Other funds holding IVV

Gryphon Financial Partners's IVV Position: Q1 2026 in Review

Gryphon Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, selling an estimated $2.56M and leaving 294,166 shares worth $192M. The position accounts for 19.69% of the portfolio, ranked #1.

Gryphon Financial Partners first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $204M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Gryphon Financial Partners held 294,166 shares of iShares Core S&P 500 ETF worth $192M as of Q1 2026.
  • Gryphon Financial Partners sold 3,743 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.56M.
  • iShares Core S&P 500 ETF made up 19.69% of Gryphon Financial Partners's portfolio in Q1 2026, its #1 holding.
  • Gryphon Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • Gryphon Financial Partners's iShares Core S&P 500 ETF position peaked at $204M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.