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Sagard Holdings Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$6.63M Hold
9,911
– – 33.22% 1
2025
Q2 		$6.15M Buy
+9,911
New +$5.69M 17.22% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sagard Holdings Management's IVV Position: Q3 2025 in Review

Sagard Holdings Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 9,911 shares worth $6.63M. The position accounts for 33.22% of the portfolio, ranked #1.

Sagard Holdings Management first reported a position in IVV in Q2 2025 and has held it in 2 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Sagard Holdings Management held 9,911 shares of iShares Core S&P 500 ETF worth $6.63M as of Q3 2025.
  • Sagard Holdings Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
  • iShares Core S&P 500 ETF made up 33.22% of Sagard Holdings Management's portfolio in Q3 2025, its #1 holding.
  • Sagard Holdings Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 2 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.