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

Sage Mountain 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
2026
Q2 		$9.38M Buy
12,524
+725
+6% +$528K 0.58% 27
2026
Q1 		$7.71M Sell
11,799
-190
-2% -$130K 0.54% 27
2025
Q4 		$8.21M Sell
11,989
-12
-0.1% -$8.15K 0.44% 37
2025
Q3 		$8.03M Buy
12,001
+2,759
+30% +$1.78M 0.46% 34
2025
Q2 		$5.74M Buy
9,242
+1,097
+13% +$630K 0.37% 39
2025
Q1 		$4.58M Buy
8,145
+2,500
+44% +$1.48M 0.34% 43
2024
Q4 		$3.32M Buy
5,645
+1,328
+31% +$786K 0.24% 54
2024
Q3 		$2.49M Sell
4,317
-22
-0.5% -$12.2K 0.21% 56
2024
Q2 		$2.37M Buy
4,339
+487
+13% +$256K 0.22% 55
2024
Q1 		$2.03M Sell
3,852
-141
-4% -$70.6K 0.21% 55
2023
Q4 		$1.91M Buy
3,993
+389
+11% +$174K 0.22% 56
2023
Q3 		$1.55M Sell
3,604
-12
-0.3% -$5.37K 0.21% 55
2023
Q2 		$1.61M Buy
3,616
+1,155
+47% +$487K 0.23% 56
2023
Q1 		$1.01M Hold
2,461
– – 0.16% 64
2022
Q4 		$946K Sell
2,461
-13
-0.5% -$5.02K 0.22% 41
2022
Q3 		$887K Sell
2,474
-24
-1% -$9.58K 0.24% 37
2022
Q2 		$947K Buy
2,498
+639
+34% +$263K 0.17% 92
2022
Q1 		$843K Sell
1,859
-234
-11% -$105K 0.13% 143
2021
Q4 		$998K Sell
2,093
-96
-4% -$44.2K 0.12% 140
2021
Q3 		$943K Hold
2,189
– – 0.14% 136
2021
Q2 		$941K Buy
2,189
+727
+50% +$305K 0.16% 124
2021
Q1 		$582K Buy
1,462
+116
+9% +$44.9K 0.12% 141
2020
Q4 		$505K Buy
+1,346
New +$479K 0.17% 89

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sage Mountain Advisors's IVV Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2026, buying an estimated $528K and bringing the position to 12,524 shares worth $9.38M. The position accounts for 0.58% of the portfolio, ranked #27.

Sage Mountain Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sage Mountain Advisors held 12,524 shares of iShares Core S&P 500 ETF worth $9.38M as of Q2 2026.
  • Sage Mountain Advisors bought 725 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $528K.
  • iShares Core S&P 500 ETF made up 0.58% of Sage Mountain Advisors's portfolio in Q2 2026, its #27 holding.
  • Sage Mountain Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.