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 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 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

Sightline Wealth Advisors's IVV Position: Q1 2026 in Review

Sightline Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.12% in Q1 2026, selling an estimated $1.37K and leaving 1,737 shares worth $1.13M. The position accounts for 0.48% of the portfolio, ranked #38.

Sightline Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.74M in Q1 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sightline Wealth Advisors held 1,737 shares of iShares Core S&P 500 ETF worth $1.13M as of Q1 2026.
Sightline Wealth Advisors sold 2 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.37K.
iShares Core S&P 500 ETF made up 0.48% of Sightline Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Sightline Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Sightline Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.74M in Q1 2021.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sightline Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.