Sugar Maple Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Sugar Maple Asset Management's IVV Position: Q1 2026 in Review
Sugar Maple Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q1 2026, buying an estimated $20.5K and bringing the position to 15,061 shares worth $9.84M. The position accounts for 5.97% of the portfolio, ranked #5.
Sugar Maple Asset Management first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Sugar Maple Asset Management held 15,061 shares of iShares Core S&P 500 ETF worth $9.84M as of Q1 2026.
- Sugar Maple Asset Management bought 30 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
- iShares Core S&P 500 ETF made up 5.97% of Sugar Maple Asset Management's portfolio in Q1 2026, its #5 holding.
- Sugar Maple Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
- Sugar Maple Asset Management's iShares Core S&P 500 ETF position peaked at $10.3M in Q4 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.