EWM
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EPG Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

EPG 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 		$19.4M Sell
25,907
-121
-0.5% -$88.1K 4.65% 1
2026
Q1 		$17M Buy
26,028
+45
+0.2% +$30.7K 4.61% 1
2025
Q4 		$17.8M Buy
25,983
+29
+0.1% +$19.7K 4.79% 1
2025
Q3 		$17.4M Buy
25,954
+6
+0% +$3.86K 4.79% 1
2025
Q2 		$16.1M Sell
25,948
-6,930
-21% -$3.98M 4.84% 1
2025
Q1 		$18.5M Sell
32,878
-716
-2% -$423K 5.14% 1
2024
Q4 		$19.8M Sell
33,594
-1,024
-3% -$606K 5.21% 2
2024
Q3 		$20M Buy
+34,618
New +$19.2M 5.04% 2
2024
Q2 		– Sell
-35,808
Closed -$18.8M – 2
2024
Q1 		$18.8M Sell
35,808
-191
-0.5% -$95.6K 4.61% 1
2023
Q4 		$17.9M Buy
35,999
+113
+0.3% +$50.6K 4.7% 1
2023
Q3 		$15.4M Sell
35,886
-44
-0.1% -$19.7K 4.65% 2
2023
Q2 		$16M Sell
35,930
-302
-0.8% -$127K 4.74% 2
2023
Q1 		$14.9M Buy
36,232
+101
+0.3% +$40.5K 4.7% 3
2022
Q4 		$13.9M Sell
36,131
-882
-2% -$340K 5.29% 2
2022
Q3 		$13.3M Buy
37,013
+54
+0.1% +$21.6K 5.45% 2
2022
Q2 		$14M Sell
36,959
-981
-3% -$404K 5.98% 3
2022
Q1 		$17.2M Buy
37,940
+1,581
+4% +$707K 5.96% 1
2021
Q4 		$17.3M Buy
36,359
+1,355
+4% +$624K 6.1% 1
2021
Q3 		$15.1M Sell
35,004
-266
-0.8% -$118K 6.05% 1
2021
Q2 		$15.2M Buy
35,270
+438
+1% +$183K 6.43% 1
2021
Q1 		$13.9M Buy
34,832
+733
+2% +$284K 6.74% 1
2020
Q4 		$12.8M Buy
34,099
+3,432
+11% +$1.22M 7.68% 1
2020
Q3 		$10.3M Sell
30,667
-1,198
-4% -$399K 7.62% 1
2020
Q2 		$9.87M Sell
31,865
-2,696
-8% -$792K 7% 1
2020
Q1 		$8.93M Buy
34,561
+4,998
+17% +$1.53M 6.56% 1
2019
Q4 		$9.56M Buy
+29,563
New +$9.15M 7% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

EPG Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, selling an estimated $88.1K and leaving 25,907 shares worth $19.4M. The position accounts for 4.65% of the portfolio, ranked #1.

EPG Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $20M in Q3 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • EPG Wealth Management held 25,907 shares of iShares Core S&P 500 ETF worth $19.4M as of Q2 2026.
  • EPG Wealth Management sold 121 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $88.1K.
  • iShares Core S&P 500 ETF made up 4.65% of EPG Wealth Management's portfolio in Q2 2026, its #1 holding.
  • EPG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's iShares Core S&P 500 ETF position peaked at $20M in Q3 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.