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

Sanctuary Wealth Management’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
2024
Q4 		$19.8M Buy
33,690
+33,685
+673,700% +$19.9M 13.12% 1
2024
Q3 		$2.88K Sell
5
-55
-92% -$30.6K ﹤0.01% 224
2024
Q2 		$32.8K Sell
60
-30,165
-100% -$15.9M 0.02% 105
2024
Q1 		$15.9M Buy
30,225
+2,494
+9% +$1.25M 12.93% 2
2023
Q4 		$13.2M Buy
+27,731
New +$12.4M 12.83% 3
2023
Q3 		– Sell
-36,045
Closed -$16.1M – 301
2023
Q2 		$16.1M Buy
+36,045
New +$15.2M 17% 2
2022
Q2 		– Sell
-39,381
Closed -$17.9M – 33
2022
Q1 		$17.9M Buy
+39,381
New +$17.6M 19.67% 1
2021
Q3 		– Sell
-10,934
Closed -$4.7M – 36
2021
Q2 		$4.7M Buy
+10,934
New +$4.58M 5.64% 6
2021
Q1 		– Sell
-9,865
Closed -$3.7M – 36
2020
Q4 		$3.7M Buy
+9,865
New +$3.51M 4.5% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Wealth Management's IVV Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 673,700% in Q4 2024, buying an estimated $19.9M and bringing the position to 33,690 shares worth $19.8M. The position accounts for 13.12% of the portfolio, ranked #1.

Sanctuary Wealth Management first reported a position in IVV in Q4 2020 and has held it in 9 quarters since. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Sanctuary Wealth Management held 33,690 shares of iShares Core S&P 500 ETF worth $19.8M as of Q4 2024.
  • Sanctuary Wealth Management bought 33,685 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $19.9M.
  • iShares Core S&P 500 ETF made up 13.12% of Sanctuary Wealth Management's portfolio in Q4 2024, its #1 holding.
  • Sanctuary Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.