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 Q2	$470K	Buy	628 +1	+0.2%	+$728	0.21%	58
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Private Wealth Group's IVV Position: Q2 2026 in Review

Sage Private Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, buying an estimated $728 and bringing the position to 628 shares worth $470K. The position accounts for 0.21% of the portfolio, ranked #58.

Sage Private Wealth Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $862K in Q1 2024. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sage Private Wealth Group held 628 shares of iShares Core S&P 500 ETF worth $470K as of Q2 2026.
Sage Private Wealth Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.21% of Sage Private Wealth Group's portfolio in Q2 2026, its #58 holding.
Sage Private Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Sage Private Wealth Group's iShares Core S&P 500 ETF position peaked at $862K in Q1 2024.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.