EPIQ Capital Group’s iShares Core S&P 500 ETF IVV Stock Holding History

EPIQ Capital Group’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
2024 Q4	$205K	Buy	349 +2	+0.6%	+$1.18K	0.05%	74
2024 Q3	$200K	Buy	+347	New	+$193K	0.06%	69
2021 Q4	–	Sell	-2,392	Closed	-$1.03M	–	61
2021 Q3	$1.03M	Hold	2,392	–	–	0.11%	27
2021 Q2	$1.03M	Hold	2,392	–	–	0.11%	25
2021 Q1	$952K	Hold	2,392	–	–	0.11%	24
2020 Q4	$898K	Hold	2,392	–	–	0.14%	26
2020 Q3	$804K	Hold	2,392	–	–	0.12%	25
2020 Q2	$741K	Hold	2,392	–	–	0.12%	24
2020 Q1	$618K	Sell	2,392 -1,122	-32%	-$344K	0.18%	27
2019 Q4	$1.14M	Buy	+3,514	New	+$1.09M	0.28%	23

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EPIQ Capital Group's IVV Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.58% in Q4 2024, buying an estimated $1.18K and bringing the position to 349 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #74.

EPIQ Capital Group first reported a position in IVV in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2019. 3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

EPIQ Capital Group held 349 shares of iShares Core S&P 500 ETF worth $205K as of Q4 2024.
EPIQ Capital Group bought 2 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $1.18K.
iShares Core S&P 500 ETF made up 0.05% of EPIQ Capital Group's portfolio in Q4 2024, its #74 holding.
EPIQ Capital Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
EPIQ Capital Group's iShares Core S&P 500 ETF position peaked at $1.14M in Q4 2019.
3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.