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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SageView Advisory Group's IVV Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q4 2025, selling an estimated $872K and leaving 42,407 shares worth $29M. The position accounts for 0.98% of the portfolio, ranked #15.

SageView Advisory Group first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.2M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • SageView Advisory Group held 42,407 shares of iShares Core S&P 500 ETF worth $29M as of Q4 2025.
  • SageView Advisory Group sold 1,284 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $872K.
  • iShares Core S&P 500 ETF made up 0.98% of SageView Advisory Group's portfolio in Q4 2025, its #15 holding.
  • SageView Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's iShares Core S&P 500 ETF position peaked at $29.2M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.