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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
Q2 		$5.84M Buy
7,804
+9
+0.1% +$6.55K 0.32% 30
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sage Financial Group's IVV Position: Q2 2026 in Review

Sage Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.12% in Q2 2026, buying an estimated $6.55K and bringing the position to 7,804 shares worth $5.84M. The position accounts for 0.32% of the portfolio, ranked #30.

Sage Financial Group first reported a position in IVV in Q4 2013 and has held it in 19 quarters since. 1,027 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sage Financial Group held 7,804 shares of iShares Core S&P 500 ETF worth $5.84M as of Q2 2026.
  • Sage Financial Group bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
  • iShares Core S&P 500 ETF made up 0.32% of Sage Financial Group's portfolio in Q2 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 19 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.