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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
Q2 		$1.3M Buy
1,740
+3
+0.2% +$2.19K 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 		$2.29M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sightline Wealth Advisors's IVV Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,740 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #36.

Sightline Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.74M in Q1 2021. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sightline Wealth Advisors held 1,740 shares of iShares Core S&P 500 ETF worth $1.3M as of Q2 2026.
  • Sightline Wealth Advisors bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.48% of Sightline Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Sightline Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.74M in Q1 2021.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.