Sage Mountain Advisors
IVV icon

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
Q3 		$9.5M Sell
12,418
-106
-0.8% -$80.9K 0.56% 29
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% -$9.6K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sage Mountain Advisors's IVV Position: Q3 2026 in Review

Sage Mountain Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.85% in Q3 2026, selling an estimated $80.9K and leaving 12,418 shares worth $9.5M. The position accounts for 0.56% of the portfolio, ranked #29.

Sage Mountain Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Sage Mountain Advisors held 12,418 shares of iShares Core S&P 500 ETF worth $9.5M as of Q3 2026.
  • Sage Mountain Advisors sold 106 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $80.9K.
  • iShares Core S&P 500 ETF made up 0.56% of Sage Mountain Advisors's portfolio in Q3 2026, its #29 holding.
  • Sage Mountain Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.