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 Q2	$113M	Sell	151,191 -321	-0.2%	-$234K	18.05%	1
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 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

Satovsky Asset Management's IVV Position: Q2 2026 in Review

Satovsky Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q2 2026, selling an estimated $234K and leaving 151,191 shares worth $113M. The position accounts for 18.05% of the portfolio, ranked #1.

Satovsky Asset Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Satovsky Asset Management held 151,191 shares of iShares Core S&P 500 ETF worth $113M as of Q2 2026.
Satovsky Asset Management sold 321 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $234K.
iShares Core S&P 500 ETF made up 18.05% of Satovsky Asset Management's portfolio in Q2 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 23 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.