Sicart Associates
IVV icon

Sicart Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Sicart Associates’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 		$334K Hold
436
– – 0.08% 56
2026
Q2 		$327K Hold
436
– – 0.08% 57
2026
Q1 		$285K Hold
436
– – 0.07% 61
2025
Q4 		$299K Hold
436
– – 0.08% 60
2025
Q3 		$292K Hold
436
– – 0.08% 58
2025
Q2 		$271K Buy
+436
New +$250K 0.09% 59

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Sicart Associates's IVV Position: Q3 2026 in Review

Sicart Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 436 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #56.

Sicart Associates first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 3,469 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Sicart Associates held 436 shares of iShares Core S&P 500 ETF worth $334K as of Q3 2026.
  • Sicart Associates left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Sicart Associates's portfolio in Q3 2026, its #56 holding.
  • Sicart Associates first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 3,469 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.