AWM
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Apollon Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Apollon Wealth 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
Q2 		$289M Buy
385,273
+50,227
+15% +$36.6M 3.51% 2
2026
Q1 		$219M Buy
335,046
+15,166
+5% +$10.4M 3.56% 3
2025
Q4 		$219M Buy
319,880
+5,354
+2% +$3.64M 3.8% 3
2025
Q3 		$211M Buy
314,526
+9,822
+3% +$6.33M 3.74% 3
2025
Q2 		$189M Buy
304,704
+2,055
+0.7% +$1.18M 3.74% 2
2025
Q1 		$170M Buy
302,649
+1,992
+0.7% +$1.18M 3.74% 2
2024
Q4 		$177M Buy
300,657
+75,333
+33% +$44.6M 4.08% 2
2024
Q3 		$130M Buy
225,324
+10,688
+5% +$5.94M 3.68% 2
2024
Q2 		$117M Buy
214,636
+21,214
+11% +$11.2M 3.58% 2
2024
Q1 		$102M Buy
193,422
+100,695
+109% +$50.4M 3.2% 2
2023
Q4 		$44.3M Buy
92,727
+12,771
+16% +$5.72M 1.53% 11
2023
Q3 		$34.3M Sell
79,956
-17,416
-18% -$7.79M 1.72% 8
2023
Q2 		$43.4M Buy
97,372
+3,733
+4% +$1.57M 2.09% 4
2023
Q1 		$38.5M Sell
93,639
-83,086
-47% -$33.3M 2.36% 5
2022
Q4 		$67.9M Buy
176,725
+53,877
+44% +$20.8M 4.82% 1
2022
Q3 		$44.1M Buy
122,848
+61,079
+99% +$24.4M 3.63% 2
2022
Q2 		$23.4M Buy
61,769
+2,546
+4% +$1.05M 1.95% 5
2022
Q1 		$26.9M Buy
59,223
+5,441
+10% +$2.43M 1.91% 5
2021
Q4 		$25.7M Buy
53,782
+49,372
+1,120% +$22.8M 1.92% 5
2021
Q3 		$1.9M Buy
4,410
+1,120
+34% +$496K 0.26% 80
2021
Q2 		$1.41M Sell
3,290
-124
-4% -$51.9K 0.25% 78
2021
Q1 		$1.36M Sell
3,414
-1,971
-37% -$763K 0.26% 74
2020
Q4 		$2.02M Buy
5,385
+2,589
+93% +$922K 0.55% 44
2020
Q3 		$940K Sell
2,796
-169
-6% -$56.2K 0.42% 55
2020
Q2 		$918K Buy
2,965
+445
+18% +$131K 0.51% 34
2020
Q1 		$651K Sell
2,520
-1,803
-42% -$552K 0.67% 32
2019
Q4 		$1.42M Sell
4,323
-70
-2% -$21.7K 1.26% 20
2019
Q3 		$1.31M Buy
4,393
+931
+27% +$277K 1.37% 16
2019
Q2 		$1.02M Sell
3,462
-98
-3% -$28.4K 1.17% 20
2019
Q1 		$1.01M Sell
3,560
-1,356
-28% -$371K 1.34% 19
2018
Q4 		$1.33M Buy
+4,916
New +$1.33M 1.23% 19

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Apollon Wealth Management's IVV Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, buying an estimated $36.6M and bringing the position to 385,273 shares worth $289M. The position accounts for 3.51% of the portfolio, ranked #2.

Apollon Wealth Management first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Apollon Wealth Management held 385,273 shares of iShares Core S&P 500 ETF worth $289M as of Q2 2026.
  • Apollon Wealth Management bought 50,227 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.6M.
  • iShares Core S&P 500 ETF made up 3.51% of Apollon Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Apollon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.