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Saratoga Research & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Saratoga Research & Investment 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
2026
Q1 		– Sell
-1,688
Closed -$1.16M – 47
2025
Q4 		$1.16M Buy
+1,688
New +$1.15M 0.06% 33

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 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

Saratoga Research & Investment Management's IVV Position: Q1 2026 in Review

Saratoga Research & Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,688 shares — an estimated $1.16M sold.

Saratoga Research & Investment Management first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 3,989 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Saratoga Research & Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 1,688 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.16M.
  • Saratoga Research & Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Saratoga Research & Investment Management's iShares Core S&P 500 ETF position peaked at $1.16M in Q4 2025.
  • 3,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q1 2026, filed 8 May 2026.