Parisi Gray Wealth Management’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
Q2 | $18.1M | Sell |
24,135
-77
| -0.3% | -$56.1K | 3.71% | 6 |
|
|
2026
Q1 | $15.8M | Sell |
24,212
-3
| -0% | -$2.05K | 3.77% | 7 |
|
|
2025
Q4 | $16.6M | Sell |
24,215
-82
| -0.3% | -$55.7K | 3.77% | 7 |
|
|
2025
Q3 | $16.3M | Sell |
24,297
-395
| -2% | -$254K | 4.23% | 6 |
|
|
2025
Q2 | $15.3M | Sell |
24,692
-396
| -2% | -$227K | 4.39% | 6 |
|
|
2025
Q1 | $14.1M | Sell |
25,088
-705
| -3% | -$416K | 4.6% | 4 |
|
|
2024
Q4 | $15.2M | Sell |
25,793
-13
| -0.1% | -$7.7K | 4.83% | 5 |
|
|
2024
Q3 | $14.9M | Buy |
25,806
+588
| +2% | +$327K | 4.91% | 5 |
|
|
2024
Q2 | $13.8M | Sell |
25,218
-662
| -3% | -$348K | 4.95% | 6 |
|
|
2024
Q1 | $13.6M | Sell |
25,880
-1,752
| -6% | -$877K | 5.1% | 5 |
|
|
2023
Q4 | $13.2M | Buy |
27,632
+1,441
| +6% | +$645K | 5.35% | 5 |
|
|
2023
Q3 | $11.2M | Sell |
26,191
-635
| -2% | -$284K | 5.11% | 5 |
|
|
2023
Q2 | $11M | Buy |
26,826
+11,303
| +73% | +$4.76M | 5.04% | 4 |
|
|
2023
Q1 | $6.38M | Sell |
15,523
-12,841
| -45% | -$5.15M | 3.97% | 5 |
|
|
2022
Q4 | $10.9M | Buy |
28,364
+13,399
| +90% | +$5.17M | 5.37% | 4 |
|
|
2022
Q3 | $5.37M | Sell |
14,965
-11,442
| -43% | -$4.57M | 4.09% | 4 |
|
|
2022
Q2 | $10M | Sell |
26,407
-71
| -0.3% | -$29.2K | 5.23% | 4 |
|
|
2022
Q1 | $12M | Sell |
26,478
-3,554
| -12% | -$1.59M | 4.87% | 4 |
|
|
2021
Q4 | $14.3M | Buy |
30,032
+4,424
| +17% | +$2.04M | 5.36% | 4 |
|
|
2021
Q3 | $11.2M | Sell |
25,608
-580
| -2% | -$257K | 4.62% | 4 |
|
|
2021
Q2 | $11.3M | Sell |
26,188
-4,231
| -14% | -$1.77M | 4.12% | 5 |
|
|
2021
Q1 | $12.1M | Sell |
30,419
-477
| -2% | -$185K | 5.05% | 4 |
|
|
2020
Q4 | $11.6M | Buy |
30,896
+203
| +0.7% | +$72.3K | 5.14% | 5 |
|
|
2020
Q3 | $10.3M | Sell |
30,693
-758
| -2% | -$252K | 5.36% | 5 |
|
|
2020
Q2 | $9.74M | Buy |
31,451
+33
| +0.1% | +$9.69K | 5.58% | 5 |
|
|
2020
Q1 | $8.12M | Sell |
31,418
-265
| -0.8% | -$81.2K | 5.75% | 4 |
|
|
2019
Q4 | $10.2M | Buy |
31,683
+1,622
| +5% | +$502K | 5.79% | 4 |
|
|
2019
Q3 | $8.97M | Buy |
30,061
+23
| +0.1% | +$6.84K | 5.95% | 3 |
|
|
2019
Q2 | $8.85M | Sell |
30,038
-86
| -0.3% | -$24.9K | 6.03% | 3 |
|
|
2019
Q1 | $8.55M | Sell |
30,124
-7,074
| -19% | -$1.93M | 5.46% | 3 |
|
|
2018
Q4 | $9.28M | Buy |
37,198
+35,598
| +2,225% | +$9.67M | 6.29% | 3 |
|
|
2018
Q3 | $469K | Hold |
1,600
| – | – | 0.29% | 76 |
|
|
2018
Q2 | $444K | Hold |
1,600
| – | – | 0.3% | 77 |
|
|
2018
Q1 | $420K | Hold |
1,600
| – | – | 0.32% | 73 |
|
|
2017
Q4 | $433K | Buy |
+1,600
| New | +$419K | 0.32% | 72 |
|
Other funds holding IVV
PAS
GT
CI
SAM
FFA
AL
MMI
WI
Parisi Gray Wealth Management's IVV Position: Q2 2026 in Review
Parisi Gray Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, selling an estimated $56.1K and leaving 24,135 shares worth $18.1M. The position accounts for 3.71% of the portfolio, ranked #6.
Parisi Gray Wealth Management first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 1,316 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Parisi Gray Wealth Management held 24,135 shares of iShares Core S&P 500 ETF worth $18.1M as of Q2 2026.
- Parisi Gray Wealth Management sold 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
- iShares Core S&P 500 ETF made up 3.71% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #6 holding.
- Parisi Gray Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- 1,316 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.