Sterling Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Financial 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	$263K	Hold	393	–	–	0.08%	68
2025 Q2	$244K	Hold	393	–	–	0.08%	64
2025 Q1	$221K	Sell	393 -67	-15%	-$39.6K	0.08%	60
2024 Q4	$271K	Hold	460	–	–	0.1%	59
2024 Q3	$265K	Hold	460	–	–	0.11%	57
2024 Q2	$252K	Hold	460	–	–	0.11%	58
2024 Q1	$242K	Sell	460 -325	-41%	-$163K	0.11%	56
2023 Q4	$375K	Hold	785	–	–	0.22%	40
2023 Q3	$337K	Sell	785 -250	-24%	-$112K	0.21%	42
2023 Q2	$461K	Buy	+1,035	New	+$436K	0.31%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sterling Financial Group's IVV Position: Q3 2025 in Review

Sterling Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 393 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #68.

Sterling Financial Group first reported a position in IVV in Q2 2023 and has held it in 10 quarters since. The position peaked at $461K in Q2 2023. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Sterling Financial Group held 393 shares of iShares Core S&P 500 ETF worth $263K as of Q3 2025.
Sterling Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.08% of Sterling Financial Group's portfolio in Q3 2025, its #68 holding.
Sterling Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
Sterling Financial Group's iShares Core S&P 500 ETF position peaked at $461K in Q2 2023.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.