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Sonora Investment Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sonora Investment Management 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
2025
Q3 		$2.26M Sell
3,375
-445
-12% -$287K 0.16% 95
2025
Q2 		$2.37M Sell
3,820
-683
-15% -$392K 0.18% 93
2025
Q1 		$2.53M Sell
4,503
-268
-6% -$158K 0.2% 91
2024
Q4 		$2.81M Sell
4,771
-75
-2% -$44.4K 0.22% 90
2024
Q3 		$2.8M Buy
4,846
+301
+7% +$167K 0.21% 92
2024
Q2 		$2.39M Hold
4,545
– – 0.19% 102
2024
Q1 		$2.39M Buy
4,545
+1,300
+40% +$650K 0.19% 102
2023
Q4 		$1.55M Buy
3,245
+425
+15% +$190K 0.13% 116
2023
Q3 		$1.21M Buy
2,820
+233
+9% +$104K 0.1% 130
2023
Q2 		$1.15M Sell
2,587
-108
-4% -$45.5K 0.1% 128
2023
Q1 		$1.11M Sell
2,695
-72
-3% -$28.9K 0.1% 132
2022
Q4 		$1.06M Sell
2,767
-83
-3% -$32K 0.1% 133
2022
Q3 		$1.08M Hold
2,850
– – 0.14% 99
2022
Q2 		$1.08M Buy
2,850
+1,398
+96% +$575K 0.1% 129
2022
Q1 		$659K Sell
1,452
-27
-2% -$12.1K 0.07% 123
2021
Q4 		$706K Buy
+1,479
New +$682K 0.08% 115

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sonora Investment Management Group's IVV Position: Q3 2025 in Review

Sonora Investment Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2025, selling an estimated $287K and leaving 3,375 shares worth $2.26M. The position accounts for 0.16% of the portfolio, ranked #95.

Sonora Investment Management Group first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.81M in Q4 2024. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Sonora Investment Management Group held 3,375 shares of iShares Core S&P 500 ETF worth $2.26M as of Q3 2025.
  • Sonora Investment Management Group sold 445 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $287K.
  • iShares Core S&P 500 ETF made up 0.16% of Sonora Investment Management Group's portfolio in Q3 2025, its #95 holding.
  • Sonora Investment Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's iShares Core S&P 500 ETF position peaked at $2.81M in Q4 2024.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.