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

Sage Advisors’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	–	Sell	-343	Closed	-$213K	–	40
2025 Q2	$213K	Buy	+343	New	+$197K	0.15%	34

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sage Advisors's IVV Position: Q3 2025 in Review

Sage Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 343 shares — an estimated $213K sold.

Sage Advisors first reported a position in IVV in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Sage Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Sage Advisors sold 343 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $213K.
Sage Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 1 quarter.
Sage Advisors's iShares Core S&P 500 ETF position peaked at $213K in Q2 2025.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sage Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.