Sage Private Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sage Private Wealth 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	$410K	Sell	627 -172	-22%	-$117K	0.21%	63
2025 Q4	$547K	Sell	799 -4	-0.5%	-$2.72K	0.29%	47
2025 Q3	$537K	Buy	803 +1	+0.1%	+$644	0.3%	48
2025 Q2	$498K	Buy	802 +1	+0.1%	+$574	0.32%	41
2025 Q1	$451K	Sell	801 -194	-19%	-$115K	0.34%	40
2024 Q4	$586K	Buy	995 +1	+0.1%	+$592	0.44%	27
2024 Q3	$574K	Sell	994 -55	-5%	-$30.6K	0.45%	27
2024 Q2	$575K	Sell	1,049 -590	-36%	-$310K	0.48%	30
2024 Q1	$862K	Buy	1,639 +250	+18%	+$125K	0.69%	16
2023 Q4	$664K	Buy	+1,389	New	+$622K	0.59%	18

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 Private Wealth Group's IVV Position: Q1 2026 in Review

Sage Private Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q1 2026, selling an estimated $117K and leaving 627 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #63.

Sage Private Wealth Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $862K in Q1 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sage Private Wealth Group held 627 shares of iShares Core S&P 500 ETF worth $410K as of Q1 2026.
Sage Private Wealth Group sold 172 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $117K.
iShares Core S&P 500 ETF made up 0.21% of Sage Private Wealth Group's portfolio in Q1 2026, its #63 holding.
Sage Private Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Sage Private Wealth Group's iShares Core S&P 500 ETF position peaked at $862K in Q1 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.