Sanctuary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sanctuary Advisors’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 Q1	$314M	Buy	479,992 +26,499	+6%	+$18.1M	1.69%	3
2025 Q4	$311M	Buy	453,493 +130,368	+40%	+$88.5M	1.7%	4
2025 Q3	$216M	Sell	323,125 -67,464	-17%	-$43.4M	1.24%	9
2025 Q2	$243M	Sell	390,589 -110,527	-22%	-$63.5M	1.5%	4
2025 Q1	$282M	Sell	501,116 -37,900	-7%	-$22.4M	1.98%	3
2024 Q4	$328M	Sell	539,016 -3,372	-0.6%	-$2M	2.07%	3
2024 Q3	$325M	Sell	542,388 -76,617	-12%	-$42.6M	2.06%	3
2024 Q2	$316M	Buy	+619,005	New	+$325M	2.3%	3

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sanctuary Advisors's IVV Position: Q1 2026 in Review

Sanctuary Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q1 2026, buying an estimated $18.1M and bringing the position to 479,992 shares worth $314M. The position accounts for 1.69% of the portfolio, ranked #3.

Sanctuary Advisors first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $328M in Q4 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sanctuary Advisors held 479,992 shares of iShares Core S&P 500 ETF worth $314M as of Q1 2026.
Sanctuary Advisors bought 26,499 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.1M.
iShares Core S&P 500 ETF made up 1.69% of Sanctuary Advisors's portfolio in Q1 2026, its #3 holding.
Sanctuary Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares Core S&P 500 ETF position peaked at $328M in Q4 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.