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 Q2	$5.38M	Sell	7,188 -567	-7%	-$413K	3.11%	13
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Stage Harbor Financial's IVV Position: Q2 2026 in Review

Stage Harbor Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q2 2026, selling an estimated $413K and leaving 7,188 shares worth $5.38M. The position accounts for 3.11% of the portfolio, ranked #13.

Stage Harbor Financial first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.49M in Q4 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Stage Harbor Financial held 7,188 shares of iShares Core S&P 500 ETF worth $5.38M as of Q2 2026.
Stage Harbor Financial sold 567 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $413K.
iShares Core S&P 500 ETF made up 3.11% of Stage Harbor Financial's portfolio in Q2 2026, its #13 holding.
Stage Harbor Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Stage Harbor Financial's iShares Core S&P 500 ETF position peaked at $5.49M in Q4 2025.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.