EP Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $250M | Buy |
382,980
+184,359
| +93% | +$126M | 1.23% | 20 |
|
|
2025
Q4 | $136M | Buy |
+198,621
| New | +$135M | 0.71% | 26 |
|
|
2025
Q2 | $111M | Buy |
178,759
+91,254
| +104% | +$52.4M | 0.73% | 28 |
|
|
2025
Q1 | $49.2M | Buy |
87,505
+1,460
| +2% | +$862K | 0.39% | 56 |
|
|
2024
Q4 | $50.7M | Sell |
86,045
-18,115
| -17% | -$10.7M | 0.41% | 55 |
|
|
2024
Q3 | $60.1M | Buy |
104,160
+24,134
| +30% | +$13.4M | 0.52% | 46 |
|
|
2024
Q2 | $43.8M | Buy |
80,026
+680
| +0.9% | +$358K | 0.47% | 55 |
|
|
2024
Q1 | $41.7M | Sell |
79,346
-1,336
| -2% | -$668K | 0.49% | 54 |
|
|
2023
Q4 | $38.5M | Buy |
80,682
+544
| +0.7% | +$243K | 0.49% | 57 |
|
|
2023
Q3 | $34.4M | Buy |
80,138
+75,166
| +1,512% | +$33.6M | 0.53% | 50 |
|
|
2023
Q2 | $40.1M | Sell |
4,972
-299
| -6% | -$126K | 0.58% | 40 |
|
|
2023
Q1 | $415K | Sell |
5,271
-62,847
| -92% | -$25.2M | 0.01% | 430 |
|
|
2022
Q4 | $26.2M | Sell |
68,118
-2,870
| -4% | -$1.11M | 0.47% | 54 |
|
|
2022
Q3 | $25.5M | Buy |
70,988
+2,569
| +4% | +$1.03M | 0.58% | 46 |
|
|
2022
Q2 | $25.9M | Buy |
68,419
+511
| +0.8% | +$210K | 0.58% | 48 |
|
|
2022
Q1 | $30.8M | Buy |
67,908
+1,092
| +2% | +$488K | 0.68% | 41 |
|
|
2021
Q4 | $31.9M | Buy |
66,816
+1,359
| +2% | +$626K | 0.75% | 33 |
|
|
2021
Q3 | $28.2M | Sell |
65,457
-1,341
| -2% | -$594K | 0.77% | 34 |
|
|
2021
Q2 | $28.7M | Buy |
66,798
+139
| +0.2% | +$58.2K | 0.8% | 30 |
|
|
2021
Q1 | $26.5M | Buy |
66,659
+29,218
| +78% | +$11.3M | 0.84% | 28 |
|
|
2020
Q4 | $14.1M | Sell |
37,441
-5,135
| -12% | -$1.83M | 0.49% | 49 |
|
|
2020
Q3 | $14.3M | Buy |
42,576
+15,506
| +57% | +$5.16M | 0.62% | 40 |
|
|
2020
Q2 | $8.38M | Buy |
27,070
+197
| +0.7% | +$57.8K | 0.36% | 54 |
|
|
2020
Q1 | $6.94M | Sell |
26,873
-2,214
| -8% | -$678K | 0.34% | 56 |
|
|
2019
Q4 | $9.4M | Buy |
29,087
+1,865
| +7% | +$577K | 0.39% | 53 |
|
|
2019
Q3 | $8.13M | Sell |
27,222
-188
| -0.7% | -$55.9K | 0.4% | 53 |
|
|
2019
Q2 | $8.08M | Buy |
27,410
+20,768
| +313% | +$6.02M | 0.5% | 41 |
|
|
2019
Q1 | $1.89M | Sell |
6,642
-357
| -5% | -$97.6K | 0.18% | 78 |
|
|
2018
Q4 | $1.76M | Sell |
6,999
-30
| -0.4% | -$8.15K | 0.14% | 92 |
|
|
2018
Q3 | $2.06M | Buy |
7,029
+1,163
| +20% | +$334K | 0.16% | 74 |
|
|
2018
Q2 | $1.6M | Buy |
5,866
+82
| +1% | +$22.3K | 0.15% | 70 |
|
|
2018
Q1 | $1.53M | Sell |
5,784
-1,030
| -15% | -$283K | 0.15% | 77 |
|
|
2017
Q4 | $1.83M | Buy |
6,814
+198
| +3% | +$51.9K | 0.19% | 54 |
|
|
2017
Q3 | $1.67M | Sell |
6,616
-149
| -2% | -$37K | 0.19% | 59 |
|
|
2017
Q2 | $1.65M | Sell |
6,765
-177
| -3% | -$42.7K | 0.2% | 73 |
|
|
2017
Q1 | $1.65M | Sell |
6,942
-1,150
| -14% | -$269K | 0.23% | 49 |
|
|
2016
Q4 | $1.82M | Buy |
8,092
+1,277
| +19% | +$281K | 0.27% | 48 |
|
|
2016
Q3 | $1.48M | Sell |
6,815
-247
| -3% | -$53.7K | 0.23% | 46 |
|
|
2016
Q2 | $1.49M | Sell |
7,062
-128
| -2% | -$26.7K | 0.24% | 47 |
|
|
2016
Q1 | $1.49M | Buy |
+7,190
| New | +$1.41M | 0.23% | 48 |
|
Other funds holding IVV
EP Wealth Advisors's IVV Position: Q1 2026 in Review
EP Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q1 2026, buying an estimated $126M and bringing the position to 382,980 shares worth $250M. The position accounts for 1.23% of the portfolio, ranked #20.
EP Wealth Advisors first reported a position in IVV in Q1 2016 and has held it in 40 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- EP Wealth Advisors held 382,980 shares of iShares Core S&P 500 ETF worth $250M as of Q1 2026.
- EP Wealth Advisors bought 184,359 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $126M.
- iShares Core S&P 500 ETF made up 1.23% of EP Wealth Advisors's portfolio in Q1 2026, its #20 holding.
- EP Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 40 quarters since.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.