Seven Mile Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Seven Mile Advisory’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	$639K	Sell	978 -21,483	-96%	-$14.7M	0.46%	36
2025 Q4	$15.4M	Sell	22,461 -962	-4%	-$653K	2.64%	10
2025 Q3	$15.7M	Buy	23,423 +22,382	+2,150%	+$14.4M	2.53%	11
2025 Q2	$646K	Hold	1,041	–	–	0.39%	43
2025 Q1	$585K	Hold	1,041	–	–	0.39%	49
2024 Q4	$613K	Hold	1,041	–	–	0.39%	45
2024 Q3	$600K	Hold	1,041	–	–	0.4%	48
2024 Q2	$570K	Hold	1,041	–	–	0.42%	49
2024 Q1	$547K	Hold	1,041	–	–	0.42%	52
2023 Q4	$497K	Hold	1,041	–	–	0.43%	53
2023 Q3	$447K	Buy	+1,041	New	+$466K	0.47%	50

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Seven Mile Advisory's IVV Position: Q1 2026 in Review

Seven Mile Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 96% in Q1 2026, selling an estimated $14.7M and leaving 978 shares worth $639K. The position accounts for 0.46% of the portfolio, ranked #36.

Seven Mile Advisory first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q3 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Seven Mile Advisory held 978 shares of iShares Core S&P 500 ETF worth $639K as of Q1 2026.
Seven Mile Advisory sold 21,483 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.7M.
iShares Core S&P 500 ETF made up 0.46% of Seven Mile Advisory's portfolio in Q1 2026, its #36 holding.
Seven Mile Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Seven Mile Advisory's iShares Core S&P 500 ETF position peaked at $15.7M in Q3 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.