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iShares S&P 500 Index shares owned by Sage Investment Advisers

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Investment Advisers from 13F filings

Historical chart of Sage Investment Advisers investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Sage Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Sage Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $453k 689 658.06

More positions owned by Sage Investment Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Visa Com Cl A (V)
Chevron Corporation (CVX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
International Business Machines (IBM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sage Investment Advisers

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index