SAI
IVV icon

Savvy Advisors Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Savvy Advisors Inc’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 		$86.2M Sell
115,160
-9,138
-7% -$6.65M 1.83% 8
2026
Q1 		$81.2M Sell
124,298
-4,338
-3% -$2.96M 2.17% 6
2025
Q4 		$88.1M Buy
128,636
+28,195
+28% +$19.1M 2.85% 4
2025
Q3 		$67.2M Buy
100,441
+21,869
+28% +$14.1M 3.09% 4
2025
Q2 		$48.8M Buy
78,572
+64,983
+478% +$37.3M 3.26% 4
2025
Q1 		$7.64M Buy
13,589
+6,806
+100% +$4.02M 0.77% 25
2024
Q4 		$3.99M Buy
6,783
+1,484
+28% +$878K 0.48% 35
2024
Q3 		$3.06M Sell
5,299
-8,897
-63% -$4.95M 0.62% 31
2024
Q2 		$7.77M Buy
14,196
+11,286
+388% +$5.93M 2.53% 5
2024
Q1 		$1.53M Buy
+2,910
New +$1.46M 0.88% 22

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Savvy Advisors Inc's IVV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, selling an estimated $6.65M and leaving 115,160 shares worth $86.2M. The position accounts for 1.83% of the portfolio, ranked #8.

Savvy Advisors Inc first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $88.1M in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Savvy Advisors Inc held 115,160 shares of iShares Core S&P 500 ETF worth $86.2M as of Q2 2026.
  • Savvy Advisors Inc sold 9,138 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.65M.
  • iShares Core S&P 500 ETF made up 1.83% of Savvy Advisors Inc's portfolio in Q2 2026, its #8 holding.
  • Savvy Advisors Inc first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's iShares Core S&P 500 ETF position peaked at $88.1M in Q4 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.