Apollon Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Apollon Financial’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	$38.4M	Buy	58,800 +473	+0.8%	+$323K	5.31%	1
2025 Q4	$40M	Buy	58,327 +641	+1%	+$435K	5.8%	1
2025 Q3	$38.6M	Buy	57,686 +29,224	+103%	+$18.8M	6.42%	1
2025 Q2	$17.7M	Buy	28,462 +673	+2%	+$386K	3.69%	3
2025 Q1	$15.6M	Buy	27,789 +1,805	+7%	+$1.07M	3.67%	2
2024 Q4	$15.3M	Buy	25,984 +2,857	+12%	+$1.69M	3.79%	3
2024 Q3	$13.3M	Buy	23,127 +110	+0.5%	+$61.2K	3.92%	4
2024 Q2	$12.6M	Buy	23,017 +130	+0.6%	+$68.4K	4.08%	6
2024 Q1	$12M	Buy	22,887 +6,415	+39%	+$3.21M	4.16%	3
2023 Q4	$7.87M	Buy	+16,472	New	+$7.37M	3.1%	10

Other funds holding IVV

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning

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

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

Bank of America

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return