Sugar Maple Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sugar Maple Asset Management’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 Q3	$11.6M	Buy	15,177 +457	+3%	+$349K	6.63%	4
2026 Q2	$11M	Sell	14,720 -341	-2%	-$248K	7.11%	4
2026 Q1	$9.8M	Buy	15,061 +30	+0.2%	+$20.5K	5.97%	5
2025 Q4	$10.3M	Sell	15,031 -216	-1%	-$147K	6.92%	3
2025 Q3	$10.2M	Buy	15,247 +107	+0.7%	+$68.9K	7.3%	4
2025 Q2	$9.4M	Buy	15,140 +2,222	+17%	+$1.28M	7.33%	4
2025 Q1	$7.26M	Sell	12,918 -1,028	-7%	-$607K	5.71%	5
2024 Q4	$8.21M	Sell	13,946 -2,698	-16%	-$1.6M	6.25%	4
2024 Q3	$9.6M	Buy	16,644 +1,365	+9%	+$759K	8.34%	3
2024 Q2	$8.36M	Buy	15,279 +662	+5%	+$348K	8.09%	3
2024 Q1	$7.68M	Buy	+14,617	New	+$7.31M	7.41%	3

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Sugar Maple Asset Management's IVV Position: Q3 2026 in Review

Sugar Maple Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q3 2026, buying an estimated $349K and bringing the position to 15,177 shares worth $11.6M. The position accounts for 6.63% of the portfolio, ranked #4.

Sugar Maple Asset Management first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. 1,144 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Sugar Maple Asset Management held 15,177 shares of iShares Core S&P 500 ETF worth $11.6M as of Q3 2026.
Sugar Maple Asset Management bought 457 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $349K.
iShares Core S&P 500 ETF made up 6.63% of Sugar Maple Asset Management's portfolio in Q3 2026, its #4 holding.
Sugar Maple Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
1,144 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.