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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sage Mountain Advisors's IVV Position: Q1 2026 in Review

Sage Mountain Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q1 2026, selling an estimated $130K and leaving 11,799 shares worth $7.71M. The position accounts for 0.54% of the portfolio, ranked #27.

Sage Mountain Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.21M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sage Mountain Advisors held 11,799 shares of iShares Core S&P 500 ETF worth $7.71M as of Q1 2026.
  • Sage Mountain Advisors sold 190 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $130K.
  • iShares Core S&P 500 ETF made up 0.54% of Sage Mountain Advisors's portfolio in Q1 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 22 quarters since.
  • Sage Mountain Advisors's iShares Core S&P 500 ETF position peaked at $8.21M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.