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

Sage Financial Group’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 Q3	$6.04M	Buy	7,885 +81	+1%	+$61.8K	0.33%	30
2026 Q2	$5.84M	Buy	7,804 +9	+0.1%	+$6.55K	0.33%	29
2026 Q1	$5.09M	Buy	7,795 +1,188	+18%	+$811K	0.33%	29
2025 Q4	$4.53M	Sell	6,607 -23	-0.3%	-$15.6K	0.3%	29
2025 Q3	$4.44M	Buy	6,630 +126	+2%	+$81.2K	0.3%	27
2025 Q2	$4.04M	Buy	6,504 +158	+2%	+$90.7K	0.3%	28
2025 Q1	$3.57M	Buy	6,346 +38	+0.6%	+$22.4K	0.29%	31
2024 Q4	$3.71M	Buy	6,308 +385	+7%	+$228K	0.3%	32
2024 Q3	$3.42M	Sell	5,923 -71	-1%	-$39.5K	0.28%	32
2024 Q2	$3.28M	Buy	5,994 +386	+7%	+$203K	0.28%	33
2024 Q1	$2.95M	Sell	5,608 -92	-2%	-$46K	0.27%	35
2023 Q4	$2.72M	Sell	5,700 -4,036	-41%	-$1.81M	0.27%	35
2023 Q3	$4.18M	Sell	9,736 -674	-6%	-$301K	0.46%	25
2023 Q2	$4.64M	Sell	10,410 -224	-2%	-$94.4K	0.49%	27
2023 Q1	$4.37M	Buy	10,634 +133	+1%	+$53.3K	0.5%	27
2022 Q4	$4.03M	Sell	10,501 -26	-0.2%	-$10K	0.49%	28
2022 Q3	$3.78M	Buy	10,527 +37	+0.4%	+$14.8K	0.52%	25
2022 Q2	$3.98M	Buy	+10,490	New	+$4.31M	0.53%	26
2016 Q1	–	Sell	-3,732	Closed	-$764K	–	54
2015 Q4	$764K	Buy	+3,732	New	+$771K	0.25%	21
2014 Q1	–	Sell	-1,636	Closed	-$304K	–	44
2013 Q4	$304K	Buy	+1,636	New	+$291K	0.15%	29

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Sage Financial Group's IVV Position: Q3 2026 in Review

Sage Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1% in Q3 2026, buying an estimated $61.8K and bringing the position to 7,885 shares worth $6.04M. The position accounts for 0.33% of the portfolio, ranked #30.

Sage Financial Group first reported a position in IVV in Q4 2013 and has held it in 20 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Sage Financial Group held 7,885 shares of iShares Core S&P 500 ETF worth $6.04M as of Q3 2026.
Sage Financial Group bought 81 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $61.8K.
iShares Core S&P 500 ETF made up 0.33% of Sage Financial Group's portfolio in Q3 2026, its #30 holding.
Sage Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 20 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.