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 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%	+$34.3K	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 $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

SevenBridge Financial Group's IVV Position: Q1 2026 in Review

SevenBridge Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 433 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #166.

SevenBridge Financial Group first reported a position in IVV in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

SevenBridge Financial Group held 433 shares of iShares Core S&P 500 ETF worth $309K as of Q1 2026.
SevenBridge Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #166 holding.
SevenBridge Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 22 quarters since.
SevenBridge Financial Group's iShares Core S&P 500 ETF position peaked at $1.56M in Q2 2021.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.