SFP
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Sandbox Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Sandbox Financial Partners’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 		$1.1M Sell
1,678
-24
-1% -$16.4K 0.31% 47
2025
Q4 		$1.17M Buy
1,702
+14
+0.8% +$9.51K 0.32% 45
2025
Q3 		$1.13M Buy
1,688
+25
+2% +$16.1K 0.32% 49
2025
Q2 		$1.03M Buy
1,663
+3
+0.2% +$1.72K 0.33% 46
2025
Q1 		$933K Buy
1,660
+6
+0.4% +$3.54K 0.33% 46
2024
Q4 		$974K Buy
1,654
+18
+1% +$10.7K 0.32% 46
2024
Q3 		$944K Buy
1,636
+3
+0.2% +$1.67K 0.33% 46
2024
Q2 		$893K Buy
1,633
+29
+2% +$15.2K 0.34% 47
2024
Q1 		$843K Buy
1,604
+11
+0.7% +$5.5K 0.35% 46
2023
Q4 		$761K Sell
1,593
-129
-7% -$57.7K 0.36% 45
2023
Q3 		$739K Sell
1,722
-79
-4% -$35.3K 0.39% 41
2023
Q2 		$803K Buy
1,801
+102
+6% +$43K 0.42% 35
2023
Q1 		$699K Buy
1,699
+1,035
+156% +$415K 0.42% 36
2022
Q4 		$255K Sell
664
-485
-42% -$187K 0.18% 65
2022
Q3 		$412K Buy
+1,149
New +$459K 0.3% 45
2022
Q2 		– Sell
-517
Closed -$235K – 93
2022
Q1 		$235K Buy
517
+71
+16% +$31.8K 0.13% 79
2021
Q4 		$213K Buy
+446
New +$206K 0.13% 91
2021
Q3 		– Sell
-635
Closed -$273K – 103
2021
Q2 		$273K Buy
+635
New +$266K 0.2% 67

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sandbox Financial Partners's IVV Position: Q1 2026 in Review

Sandbox Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q1 2026, selling an estimated $16.4K and leaving 1,678 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #47.

Sandbox Financial Partners first reported a position in IVV in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sandbox Financial Partners held 1,678 shares of iShares Core S&P 500 ETF worth $1.1M as of Q1 2026.
  • Sandbox Financial Partners sold 24 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $16.4K.
  • iShares Core S&P 500 ETF made up 0.31% of Sandbox Financial Partners's portfolio in Q1 2026, its #47 holding.
  • Sandbox Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
  • Sandbox Financial Partners's iShares Core S&P 500 ETF position peaked at $1.17M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.