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 Q3	$317M	Buy	413,392 +28,119	+7%	+$21.5M	3.63%	3
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	$1.34M	Buy	+4,916	New	+$1.33M	1.23%	19

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Apollon Wealth Management's IVV Position: Q3 2026 in Review

Apollon Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q3 2026, buying an estimated $21.5M and bringing the position to 413,392 shares worth $317M. The position accounts for 3.63% of the portfolio, ranked #3.

Apollon Wealth Management first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Apollon Wealth Management held 413,392 shares of iShares Core S&P 500 ETF worth $317M as of Q3 2026.
Apollon Wealth Management bought 28,119 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $21.5M.
iShares Core S&P 500 ETF made up 3.63% of Apollon Wealth Management's portfolio in Q3 2026, its #3 holding.
Apollon Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.