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
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 $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
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
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
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

EPG Wealth Management's IVV Position: Q1 2026 in Review

EPG Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q1 2026, buying an estimated $30.7K and bringing the position to 26,028 shares worth $17M. The position accounts for 4.61% of the portfolio, ranked #1.

EPG Wealth Management first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $20M in Q3 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • EPG Wealth Management held 26,028 shares of iShares Core S&P 500 ETF worth $17M as of Q1 2026.
  • EPG Wealth Management bought 45 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $30.7K.
  • iShares Core S&P 500 ETF made up 4.61% of EPG Wealth Management's portfolio in Q1 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 25 quarters since.
  • EPG Wealth Management's iShares Core S&P 500 ETF position peaked at $20M in Q3 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.