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Sapient Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Sapient Capital’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
Q3 		$18M Sell
23,556
-8,455
-26% -$6.45M 0.24% 52
2026
Q2 		$24M Buy
32,011
+9,847
+44% +$7.17M 0.31% 41
2026
Q1 		$14.5M Buy
22,164
+4,207
+23% +$2.87M 0.22% 66
2025
Q4 		$12.4M Buy
17,957
+1,453
+9% +$987K 0.17% 80
2025
Q3 		$11M Buy
16,504
+1,281
+8% +$825K 0.17% 87
2025
Q2 		$9.45M Buy
15,223
+316
+2% +$181K 0.17% 83
2025
Q1 		$8.38M Buy
14,907
+631
+4% +$373K 0.17% 88
2024
Q4 		$8.4M Buy
14,276
+1,325
+10% +$784K 0.16% 88
2024
Q3 		$7.47M Sell
12,951
-33
-0.3% -$18.3K 0.15% 86
2024
Q2 		$7.11M Sell
12,984
-103
-0.8% -$54.2K 0.15% 86
2024
Q1 		$6.88M Buy
13,087
+120
+0.9% +$60K 0.15% 91
2023
Q4 		$6.19M Buy
+12,967
New +$5.8M 0.16% 90

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital's IVV Position: Q3 2026 in Review

Sapient Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 26% in Q3 2026, selling an estimated $6.45M and leaving 23,556 shares worth $18M. The position accounts for 0.24% of the portfolio, ranked #52.

Sapient Capital first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $24M in Q2 2026. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Sapient Capital held 23,556 shares of iShares Core S&P 500 ETF worth $18M as of Q3 2026.
  • Sapient Capital sold 8,455 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.45M.
  • iShares Core S&P 500 ETF made up 0.24% of Sapient Capital's portfolio in Q3 2026, its #52 holding.
  • Sapient Capital first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's iShares Core S&P 500 ETF position peaked at $24M in Q2 2026.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.