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

Sage Financial Management 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 Q1	$48.8M	Sell	74,689 -567	-0.8%	-$387K	14.99%	2
2025 Q4	$51.5M	Buy	75,256 +1,775	+2%	+$1.21M	15.74%	1
2025 Q3	$49.2M	Buy	73,481 +1,132	+2%	+$729K	15.7%	1
2025 Q2	$44.9M	Buy	72,349 +3,296	+5%	+$1.89M	15.54%	2
2025 Q1	$38.8M	Buy	69,053 +5,944	+9%	+$3.51M	14.08%	2
2024 Q4	$37.2M	Buy	63,109 +8,009	+15%	+$4.74M	13.76%	2
2024 Q3	$31.8M	Buy	+55,100	New	+$30.6M	12.32%	2
2024 Q2	–	Sell	-51,812	Closed	-$27.2M	–	27
2024 Q1	$27.2M	Sell	51,812 -408	-0.8%	-$204K	12.9%	1
2023 Q4	$24.9M	Buy	52,220 +5,683	+12%	+$2.54M	13.39%	1
2023 Q3	$20M	Buy	+46,537	New	+$20.8M	12.02%	1
2023 Q1	–	Sell	-540	Closed	-$207K	–	40
2022 Q4	$207K	Buy	+540	New	+$208K	0.14%	41
2022 Q3	–	Sell	-540	Closed	-$205K	–	31
2022 Q2	$205K	Hold	540	–	–	0.14%	32
2022 Q1	$245K	Buy	+540	New	+$242K	0.17%	29
2021 Q3	–	Sell	-540	Closed	-$232K	–	15
2021 Q2	$232K	Hold	540	–	–	0.21%	25
2021 Q1	$215K	Hold	540	–	–	0.17%	29
2020 Q4	$203K	Buy	+540	New	+$192K	0.16%	29

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Financial Management Group's IVV Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.75% in Q1 2026, selling an estimated $387K and leaving 74,689 shares worth $48.8M. The position accounts for 14.99% of the portfolio, ranked #2.

Sage Financial Management Group first reported a position in IVV in Q4 2020 and has held it in 16 quarters since. The position peaked at $51.5M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sage Financial Management Group held 74,689 shares of iShares Core S&P 500 ETF worth $48.8M as of Q1 2026.
Sage Financial Management Group sold 567 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $387K.
iShares Core S&P 500 ETF made up 14.99% of Sage Financial Management Group's portfolio in Q1 2026, its #2 holding.
Sage Financial Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
Sage Financial Management Group's iShares Core S&P 500 ETF position peaked at $51.5M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.