Sagespring Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Sagespring Wealth Partners’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	$270M	Buy	361,188 +14,173	+4%	+$10.3M	4.16%	6
2026 Q1	$227M	Sell	347,015 -5,176	-1%	-$3.53M	4.13%	6
2025 Q4	$182M	Sell	352,191 -23,169	-6%	-$15.7M	3.3%	7
2025 Q3	$193M	Buy	375,360 +14,935	+4%	+$9.62M	3.78%	7
2025 Q2	$170M	Buy	360,425 +28,702	+9%	+$16.5M	3.66%	7
2025 Q1	$138M	Buy	331,723 +9,519	+3%	+$5.62M	3.47%	7
2024 Q4	$139M	Buy	+322,204	New	+$191M	3.67%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sagespring Wealth Partners's IVV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, buying an estimated $10.3M and bringing the position to 361,188 shares worth $270M. The position accounts for 4.16% of the portfolio, ranked #6.

Sagespring Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sagespring Wealth Partners held 361,188 shares of iShares Core S&P 500 ETF worth $270M as of Q2 2026.
Sagespring Wealth Partners bought 14,173 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.3M.
iShares Core S&P 500 ETF made up 4.16% of Sagespring Wealth Partners's portfolio in Q2 2026, its #6 holding.
Sagespring Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.