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Satovsky Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Satovsky Asset 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 		$99M Sell
151,512
-1,797
-1% -$1.23M 17.47% 1
2025
Q4 		$105M Sell
153,309
-2,222
-1% -$1.51M 20.35% 1
2025
Q3 		$104M Sell
155,531
-5,425
-3% -$3.49M 20.78% 1
2025
Q2 		$99.9M Sell
160,956
-3,790
-2% -$2.18M 21.28% 1
2025
Q1 		$92.3M Sell
164,746
-5,031
-3% -$2.97M 20.66% 1
2024
Q4 		$99.7M Sell
169,777
-2,253
-1% -$1.33M 22.81% 1
2024
Q3 		$99.2M Sell
172,030
-1,095
-0.6% -$609K 22.36% 1
2024
Q2 		$94.7M Sell
173,125
-3,734
-2% -$1.96M 22.77% 1
2024
Q1 		$93M Sell
176,859
-2,825
-2% -$1.41M 27.2% 1
2023
Q4 		$85.8M Sell
179,684
-5,412
-3% -$2.42M 26.71% 1
2023
Q3 		$79.5M Sell
185,096
-2,022
-1% -$904K 26.92% 1
2023
Q2 		$83.4M Sell
187,118
-4,292
-2% -$1.81M 28.18% 1
2023
Q1 		$78.7M Sell
191,410
-521
-0.3% -$209K 29.3% 1
2022
Q4 		$73.7M Sell
191,931
-2,654
-1% -$1.02M 30.58% 1
2022
Q3 		$69.8M Sell
194,585
-9,366
-5% -$3.74M 40.13% 1
2022
Q2 		$77.3M Sell
203,951
-5,707
-3% -$2.35M 45.21% 1
2022
Q1 		$95.1M Sell
209,658
-1,951
-0.9% -$873K 63.52% 1
2021
Q4 		$101M Sell
211,609
-4,311
-2% -$1.99M 67.72% 1
2021
Q3 		$93M Buy
215,920
+5,976
+3% +$2.65M 69.4% 1
2021
Q2 		$90.4M Buy
209,944
+9,161
+5% +$3.84M 68.99% 1
2021
Q1 		$79.9M Buy
200,783
+6,500
+3% +$2.52M 70.79% 1
2020
Q4 		$73.2M Buy
+194,283
New +$69.2M 68.75% 1

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

Satovsky Asset Management's IVV Position: Q1 2026 in Review

Satovsky Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $1.23M and leaving 151,512 shares worth $99M. The position accounts for 17.47% of the portfolio, ranked #1.

Satovsky Asset Management first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $105M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Satovsky Asset Management held 151,512 shares of iShares Core S&P 500 ETF worth $99M as of Q1 2026.
  • Satovsky Asset Management sold 1,797 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Core S&P 500 ETF made up 17.47% of Satovsky Asset Management's portfolio in Q1 2026, its #1 holding.
  • Satovsky Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Satovsky Asset Management's iShares Core S&P 500 ETF position peaked at $105M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.