IUSG β€” ISHARES S&P

Ownership history in Graney & King, LLC  Β·  5 quarters on record

AI Ownership Summary

Graney & King, LLC reported ISHARES S&P (IUSG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.79% in 2025 Q3. The latest visible filing shows IUSG at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IUSG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graney & King, LLC's position in ISHARES S&P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IUSG was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graney & King, LLC held IUSG β€” position size vs. price
% of Fund (quarterly)    IUSG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,954 -22 -0.3% 0.68% $1.2M 2026-02-14 (Est.) $162.81
2025 Q3 REDUCED 6,976 -19 -0.3% 0.79% $1.1M 2025-11-13 $164.23
2025 Q2 ADDED 6,995 +10 +0.1% 0.71% $1.1M 2025-08-14 $157.38
2025 Q1 ADDED 6,985 +3 +0.0% 0.66% $888K 2025-05-14 $140.64
2024 Q4 INITIATED 6,982 β€” β€” 0.73% $973K 2025-02-12 $142.98

🏒 Other funds also holding IUSG

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 6.14%

FAQ About Graney & King, LLC and IUSG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graney & King, LLC reported owning IUSG?

Graney & King, LLC reported IUSG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IUSG position in Graney & King, LLC's portfolio?

The largest reported portfolio weight for IUSG was 0.79% in 2025 Q3.

What is the latest reported IUSG position on this page?

The most recent filing on this page is 2025 Q4, when Graney & King, LLC reported 6,954 shares, equal to 0.68% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IUSG ownership page compare?

The chart compares Graney & King, LLC's quarterly IUSG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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