SevenBridge Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

SevenBridge Financial Group’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 Q3	$300K	Sell	388 -38	-9%	-$29K	0.04%	173
2026 Q2	$331K	Sell	426 -7	-2%	-$5.1K	0.05%	171
2026 Q1	$309K	Hold	433	–	–	0.05%	166
2025 Q4	$301K	Sell	433 -9	-2%	-$6.11K	0.05%	166
2025 Q3	$304K	Sell	442 -153	-26%	-$98.5K	0.05%	169
2025 Q2	$384K	Sell	595 -39	-6%	-$22.4K	0.07%	162
2025 Q1	$371K	Buy	634 +58	+10%	+$34.2K	0.07%	168
2024 Q4	$350K	Hold	576	–	–	0.07%	174
2024 Q3	$347K	Buy	576 +117	+25%	+$65.1K	0.07%	173
2024 Q2	$241K	Hold	459	–	–	0.05%	184
2024 Q1	$236K	Sell	459 -24	-5%	-$12K	0.05%	181
2023 Q4	$231K	Buy	+483	New	+$216K	0.05%	176
2022 Q2	–	Sell	-1,020	Closed	-$463K	–	149
2022 Q1	$463K	Sell	1,020 -1,847	-64%	-$826K	0.16%	100
2021 Q4	$1.37M	Sell	2,867 -56	-2%	-$25.8K	0.41%	67
2021 Q3	$1.26M	Sell	2,923 -699	-19%	-$310K	0.42%	64
2021 Q2	$1.56M	Buy	3,622 +163	+5%	+$68.3K	0.51%	55
2021 Q1	$1.38M	Hold	3,459	–	–	0.5%	58
2020 Q4	$1.3M	Buy	3,459 +9	+0.3%	+$3.2K	0.51%	57
2020 Q3	$1.16M	Buy	3,450 +538	+18%	+$179K	0.53%	57
2020 Q2	$902K	Buy	2,912 +13	+0.4%	+$3.82K	0.45%	61
2020 Q1	$749K	Sell	2,899 -413	-12%	-$127K	0.43%	62
2019 Q4	$1.07M	Buy	3,312 +635	+24%	+$197K	0.28%	66
2019 Q3	$799K	Buy	2,677 +699	+35%	+$208K	0.42%	64
2019 Q2	$583K	Buy	+1,978	New	+$573K	0.21%	86

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SevenBridge Financial Group's IVV Position: Q3 2026 in Review

SevenBridge Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q3 2026, selling an estimated $29K and leaving 388 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #173.

SevenBridge Financial Group first reported a position in IVV in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.56M in Q2 2021. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

SevenBridge Financial Group held 388 shares of iShares Core S&P 500 ETF worth $300K as of Q3 2026.
SevenBridge Financial Group sold 38 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $29K.
iShares Core S&P 500 ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q3 2026, its #173 holding.
SevenBridge Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 24 quarters since.
SevenBridge Financial Group's iShares Core S&P 500 ETF position peaked at $1.56M in Q2 2021.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on SevenBridge Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.