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 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

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

Sapient Capital's IVV Position: Q2 2026 in Review

Sapient Capital increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, buying an estimated $7.17M and bringing the position to 32,011 shares worth $24M. The position accounts for 0.31% of the portfolio, ranked #41.

Sapient Capital first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sapient Capital held 32,011 shares of iShares Core S&P 500 ETF worth $24M as of Q2 2026.
Sapient Capital bought 9,847 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.17M.
iShares Core S&P 500 ETF made up 0.31% of Sapient Capital's portfolio in Q2 2026, its #41 holding.
Sapient Capital first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.