Stage Harbor Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Stage Harbor Financial’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	$5.07M	Sell	7,755 -256	-3%	-$175K	3.36%	11
2025 Q4	$5.49M	Buy	8,011 +4	+0%	+$2.72K	3.7%	9
2025 Q3	$5.36M	Buy	8,007 +3,608	+82%	+$2.32M	3.92%	8
2025 Q2	$2.73M	Sell	4,399 -2,145	-33%	-$1.23M	2.22%	13
2025 Q1	$3.68M	Sell	6,544 -551	-8%	-$325K	3.11%	11
2024 Q4	$4.18M	Hold	7,095	–	–	3.63%	10
2024 Q3	$4.13M	Buy	7,095 +6,100	+613%	+$3.39M	3.76%	10
2024 Q2	$544K	Hold	995	–	–	0.53%	23
2024 Q1	$523K	Buy	+995	New	+$498K	0.48%	25

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

Stage Harbor Financial's IVV Position: Q1 2026 in Review

Stage Harbor Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, selling an estimated $175K and leaving 7,755 shares worth $5.07M. The position accounts for 3.36% of the portfolio, ranked #11.

Stage Harbor Financial first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Stage Harbor Financial held 7,755 shares of iShares Core S&P 500 ETF worth $5.07M as of Q1 2026.
Stage Harbor Financial sold 256 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $175K.
iShares Core S&P 500 ETF made up 3.36% of Stage Harbor Financial's portfolio in Q1 2026, its #11 holding.
Stage Harbor Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Stage Harbor Financial's iShares Core S&P 500 ETF position peaked at $5.49M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.