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

Stonegate Investment 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 		$80.4M Hold
120,080
– – 1.86% 19
2025
Q2 		$74.6M Buy
120,080
+782
+0.7% +$449K 1.87% 19
2025
Q1 		$67M Buy
119,298
+10
+0% +$5.91K 1.79% 21
2024
Q4 		$70.2M Buy
119,288
+6,817
+6% +$4.04M 1.87% 20
2024
Q3 		$64.9M Buy
112,471
+1,331
+1% +$740K 1.71% 23
2024
Q2 		$60.8M Buy
111,140
+12,271
+12% +$6.45M 1.76% 22
2024
Q1 		$52M Buy
98,869
+2,564
+3% +$1.28M 1.63% 22
2023
Q4 		$46M Buy
96,305
+839
+0.9% +$376K 1.52% 26
2023
Q3 		$41M Buy
95,466
+9,468
+11% +$4.24M 1.49% 24
2023
Q2 		$38.3M Buy
85,998
+6,645
+8% +$2.8M 1.36% 27
2023
Q1 		$32.6M Buy
79,353
+9,700
+14% +$3.89M 1.22% 27
2022
Q4 		$26.8M Buy
69,653
+30,445
+78% +$11.7M 1.16% 26
2022
Q3 		$14.1M Hold
39,208
– – 0.64% 37
2022
Q2 		$14.9M Buy
+39,208
New +$16.1M 0.65% 37

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

Stonegate Investment Group's IVV Position: Q3 2025 in Review

Stonegate Investment Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 120,080 shares worth $80.4M. The position accounts for 1.86% of the portfolio, ranked #19.

Stonegate Investment Group first reported a position in IVV in Q2 2022 and has held it in 14 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Stonegate Investment Group held 120,080 shares of iShares Core S&P 500 ETF worth $80.4M as of Q3 2025.
  • Stonegate Investment Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
  • iShares Core S&P 500 ETF made up 1.86% of Stonegate Investment Group's portfolio in Q3 2025, its #19 holding.
  • Stonegate Investment Group first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 14 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.