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Sachetta’s iShares Core S&P 500 ETF IVV Stock Holding History

Sachetta’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 		– Sell
-3,131
Closed -$2.05M – 1128
2026
Q1 		$2.05M Sell
3,131
-83
-3% -$56.7K 1.11% 19
2025
Q4 		$2.2M Sell
3,214
-1,327
-29% -$901K 1.21% 18
2025
Q3 		$3.04M Sell
4,541
-64
-1% -$41.2K 1.13% 17
2025
Q2 		$2.86M Buy
4,605
+1,184
+35% +$680K 1.13% 18
2025
Q1 		$1.92M Buy
3,421
+91
+3% +$53.7K 0.79% 23
2024
Q4 		$1.96M Buy
3,330
+36
+1% +$21.3K 0.77% 23
2024
Q3 		$1.9M Sell
3,294
-56
-2% -$31.1K 0.75% 23
2024
Q2 		$1.83M Sell
3,350
-1,800
-35% -$947K 0.79% 19
2024
Q1 		$2.46M Buy
5,150
+2
+0% +$1K 1.17% 14
2023
Q4 		$2.46M Buy
+5,148
New +$2.3M 1.17% 14

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sachetta's IVV Position: Q2 2026 in Review

Sachetta sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 3,131 shares — an estimated $2.05M sold.

Sachetta first reported a position in IVV in Q4 2023 and held it in 10 quarters. The position peaked at $3.04M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sachetta reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 3,131 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
  • Sachetta first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's iShares Core S&P 500 ETF position peaked at $3.04M in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.