Sightline Wealth Advisors
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Sightline Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sightline Wealth Advisors’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 		– Sell
-1,740
Closed -$1.3M – 79
2026
Q2 		$1.3M Buy
1,740
+3
+0.2% +$2.18K 0.48% 36
2026
Q1 		$1.13M Sell
1,737
-2
-0.1% -$1.37K 0.48% 38
2025
Q4 		$1.19M Sell
1,739
-310
-15% -$211K 0.51% 35
2025
Q3 		$1.37M Buy
2,049
+30
+1% +$19.3K 0.62% 33
2025
Q2 		$1.25M Buy
2,019
+6
+0.3% +$3.44K 0.61% 34
2025
Q1 		$1.13M Sell
2,013
-154
-7% -$90.9K 0.6% 34
2024
Q4 		$1.28M Buy
2,167
+35
+2% +$20.7K 0.69% 31
2024
Q3 		$1.23M Buy
2,132
+191
+10% +$106K 0.68% 30
2024
Q2 		$1.06M Buy
1,941
+2
+0.1% +$1.05K 0.66% 30
2024
Q1 		$1.02M Sell
1,939
-211
-10% -$106K 0.67% 31
2023
Q4 		$1.03M Buy
2,150
+18
+0.8% +$8.06K 0.78% 29
2023
Q3 		$916K Sell
2,132
-363
-15% -$162K 0.85% 29
2023
Q2 		$1.03M Buy
2,495
+181
+8% +$76.3K 1.02% 21
2023
Q1 		$951K Sell
2,314
-1,331
-37% -$534K 0.97% 22
2022
Q4 		$1.4M Sell
3,645
-480
-12% -$185K 1.51% 13
2022
Q3 		$1.52M Buy
4,125
+354
+9% +$141K 1.78% 11
2022
Q2 		$1.42M Sell
3,771
-1,265
-25% -$520K 1.39% 13
2022
Q1 		$2.28M Buy
5,036
+2,477
+97% +$1.11M 1.9% 12
2021
Q4 		$1.23M Sell
2,559
-2,577
-50% -$1.19M 1.1% 14
2021
Q3 		$2.21M Sell
5,136
-3,977
-44% -$1.76M 1.84% 12
2021
Q2 		$3.92M Sell
9,113
-5,287
-37% -$2.21M 3.24% 10
2021
Q1 		$5.74M Buy
14,400
+12
+0.1% +$4.65K 5.31% 7
2020
Q4 		$5.4M Buy
+14,388
New +$5.12M 5.32% 7

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Sightline Wealth Advisors's IVV Position: Q3 2026 in Review

Sightline Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 1,740 shares — an estimated $1.3M sold.

Sightline Wealth Advisors first reported a position in IVV in Q4 2020 and held it in 23 quarters. The position peaked at $5.74M in Q1 2021. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Sightline Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Sightline Wealth Advisors sold 1,740 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.3M.
  • Sightline Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 23 quarters.
  • Sightline Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.74M in Q1 2021.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sightline Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.