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

Sage Investment Advisers’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	$516K	Hold	689	–	–	0.35%	57
2026 Q1	$453K	Buy	+689	New	+$470K	0.34%	62

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sage Investment Advisers's IVV Position: Q2 2026 in Review

Sage Investment Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 689 shares worth $516K. The position accounts for 0.35% of the portfolio, ranked #57.

Sage Investment Advisers first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sage Investment Advisers held 689 shares of iShares Core S&P 500 ETF worth $516K as of Q2 2026.
Sage Investment Advisers left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.35% of Sage Investment Advisers's portfolio in Q2 2026, its #57 holding.
Sage Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.