Pacific Sage Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Pacific Sage Partners’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	$348K	Buy	465 +32	+7%	+$23.3K	0.05%	87
2026 Q1	$283K	Hold	433	–	–	0.04%	94
2025 Q4	$297K	Hold	433	–	–	0.05%	97
2025 Q3	$290K	Hold	433	–	–	0.05%	90
2025 Q2	$269K	Hold	433	–	–	0.05%	89
2025 Q1	$243K	Hold	433	–	–	0.05%	85
2024 Q4	$255K	Hold	433	–	–	0.06%	84
2024 Q3	$250K	Hold	433	–	–	0.06%	81
2024 Q2	$237K	Hold	433	–	–	0.06%	83
2024 Q1	$228K	Hold	433	–	–	0.06%	84
2023 Q4	$207K	Sell	433 -95	-18%	-$42.5K	0.06%	86
2023 Q3	$227K	Hold	528	–	–	0.07%	78
2023 Q2	$235K	Buy	+528	New	+$223K	0.07%	74

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

Pacific Sage Partners's IVV Position: Q2 2026 in Review

Pacific Sage Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 465 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #87.

Pacific Sage Partners first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Pacific Sage Partners held 465 shares of iShares Core S&P 500 ETF worth $348K as of Q2 2026.
Pacific Sage Partners bought 32 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
iShares Core S&P 500 ETF made up 0.05% of Pacific Sage Partners's portfolio in Q2 2026, its #87 holding.
Pacific Sage Partners first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.