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 Q2	$542M	Buy	723,733 +243,741	+51%	+$177M	2.51%	2
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 $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

Sanctuary Advisors's IVV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q2 2026, buying an estimated $177M and bringing the position to 723,733 shares worth $542M. The position accounts for 2.51% of the portfolio, ranked #2.

Sanctuary Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sanctuary Advisors held 723,733 shares of iShares Core S&P 500 ETF worth $542M as of Q2 2026.
Sanctuary Advisors bought 243,741 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $177M.
iShares Core S&P 500 ETF made up 2.51% of Sanctuary Advisors's portfolio in Q2 2026, its #2 holding.
Sanctuary Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.