Sutton Place Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sutton Place Investors’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 Q1	$409K	Hold	626	–	–	0.22%	86
2025 Q4	$429K	Sell	626 -61	-9%	-$41.4K	0.24%	82
2025 Q3	$460K	Sell	687 -4	-0.6%	-$2.58K	0.26%	75
2025 Q2	$429K	Buy	691 +33	+5%	+$18.9K	0.26%	75
2025 Q1	$370K	Sell	658 -42	-6%	-$24.8K	0.25%	79
2024 Q4	$412K	Sell	700 -7	-1%	-$4.14K	0.24%	92
2024 Q3	$408K	Buy	707 +18	+3%	+$10K	0.25%	83
2024 Q2	$377K	Sell	689 -174	-20%	-$91.5K	0.25%	80
2024 Q1	$454K	Buy	863 +12	+1%	+$6K	0.22%	109
2023 Q4	$406K	Buy	851 +360	+73%	+$161K	0.29%	91
2023 Q3	$211K	Sell	491 -258	-34%	-$115K	0.27%	65
2023 Q2	$334K	Hold	749	–	–	0.46%	48
2023 Q1	$308K	Sell	749 -4	-0.5%	-$1.6K	0.42%	44
2022 Q4	$289K	Sell	753 -26	-3%	-$10K	0.41%	46
2022 Q3	$279K	Buy	779 +163	+26%	+$65.1K	0.42%	47
2022 Q2	$234K	Sell	616 -77	-11%	-$31.7K	0.34%	57
2022 Q1	$296K	Buy	693 +184	+36%	+$82.3K	0.35%	53
2021 Q4	$243K	Buy	+509	New	+$235K	0.28%	69

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sutton Place Investors's IVV Position: Q1 2026 in Review

Sutton Place Investors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 626 shares worth $409K. The position accounts for 0.22% of the portfolio, ranked #86.

Sutton Place Investors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $460K in Q3 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sutton Place Investors held 626 shares of iShares Core S&P 500 ETF worth $409K as of Q1 2026.
Sutton Place Investors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.22% of Sutton Place Investors's portfolio in Q1 2026, its #86 holding.
Sutton Place Investors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Sutton Place Investors's iShares Core S&P 500 ETF position peaked at $460K in Q3 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.