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SageView Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

SageView Advisory 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 		$70.1M Buy
93,564
+49,692
+113% +$36.2M 2.3% 10
2026
Q1 		$28.7M Buy
43,872
+1,465
+3% +$1M 1.05% 12
2025
Q4 		$29M Sell
42,407
-1,284
-3% -$872K 0.98% 15
2025
Q3 		$29.2M Sell
43,691
-1,108
-2% -$714K 1.01% 15
2025
Q2 		$28.7M Buy
44,799
+136
+0.3% +$78.1K 1.08% 13
2025
Q1 		$25.1M Sell
44,663
-27
-0.1% -$15.9K 1.07% 14
2024
Q4 		$26.3M Buy
44,690
+27,881
+166% +$16.5M 1.13% 14
2024
Q3 		$9.7M Sell
16,809
-5,173
-24% -$2.88M 0.49% 28
2024
Q2 		$12M Buy
21,982
+13,907
+172% +$7.31M 0.56% 25
2024
Q1 		$1.01M Sell
8,075
-31,099
-79% -$15.6M 0.05% 195
2023
Q4 		$19.3M Buy
39,174
+7,123
+22% +$3.19M 0.83% 18
2023
Q3 		$13.8M Sell
32,051
-4,832
-13% -$2.16M 0.79% 20
2023
Q2 		$16.4M Buy
36,883
+5,346
+17% +$2.25M 0.92% 17
2023
Q1 		$13M Sell
31,537
-6,138
-16% -$2.46M 0.83% 22
2022
Q4 		$14.5M Buy
+37,675
New +$14.5M 1.18% 14

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

SageView Advisory Group's IVV Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 113% in Q2 2026, buying an estimated $36.2M and bringing the position to 93,564 shares worth $70.1M. The position accounts for 2.3% of the portfolio, ranked #10.

SageView Advisory Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SageView Advisory Group held 93,564 shares of iShares Core S&P 500 ETF worth $70.1M as of Q2 2026.
  • SageView Advisory Group bought 49,692 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.2M.
  • iShares Core S&P 500 ETF made up 2.3% of SageView Advisory Group's portfolio in Q2 2026, its #10 holding.
  • SageView Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.