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 Q3	$283M	Buy	370,008 +8,820	+2%	+$6.73M	4.22%	5
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%	+$9.6M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners's IVV Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q3 2026, buying an estimated $6.73M and bringing the position to 370,008 shares worth $283M. The position accounts for 4.22% of the portfolio, ranked #5.

Sagespring Wealth Partners first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Sagespring Wealth Partners held 370,008 shares of iShares Core S&P 500 ETF worth $283M as of Q3 2026.
Sagespring Wealth Partners bought 8,820 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.73M.
iShares Core S&P 500 ETF made up 4.22% of Sagespring Wealth Partners's portfolio in Q3 2026, its #5 holding.
Sagespring Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.