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

EPIQ Partners’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	$2.62M	Buy	3,423 +296	+9%	+$226K	1.13%	26
2026 Q2	$2.34M	Buy	3,127 +173	+6%	+$126K	0.99%	28
2026 Q1	$1.93M	Buy	2,954 +16	+0.5%	+$10.9K	0.9%	33
2025 Q4	$2.01M	Buy	2,938 +2	+0.1%	+$1.36K	0.94%	31
2025 Q3	$1.97M	Buy	2,936 +177	+6%	+$114K	0.93%	31
2025 Q2	$1.71M	Buy	2,759 +98	+4%	+$56.3K	0.87%	33
2025 Q1	$1.5M	Buy	2,661 +4	+0.2%	+$2.36K	0.79%	37
2024 Q4	$1.56M	Buy	2,657 +29	+1%	+$17.2K	0.85%	33
2024 Q3	$1.52M	Buy	2,628 +593	+29%	+$330K	0.84%	31
2024 Q2	$1.11M	Buy	2,035 +2	+0.1%	+$1.05K	0.75%	34
2024 Q1	$1.07M	Buy	2,033 +1,162	+133%	+$581K	0.71%	36
2023 Q4	$416K	Buy	871 +55	+7%	+$24.6K	0.3%	47
2023 Q3	$350K	Buy	816 +68	+9%	+$30.4K	0.26%	53
2023 Q2	$333K	Buy	748 +186	+33%	+$78.4K	0.23%	56
2023 Q1	$231K	Sell	562 -333	-37%	-$134K	0.16%	67
2022 Q4	$344K	Buy	895 +1	+0.1%	+$386	0.23%	56
2022 Q3	$321K	Buy	894 +35	+4%	+$14K	0.2%	61
2022 Q2	$326K	Buy	+859	New	+$353K	0.2%	64

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

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

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

EPIQ Partners's IVV Position: Q3 2026 in Review

EPIQ Partners increased its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q3 2026, buying an estimated $226K and bringing the position to 3,423 shares worth $2.62M. The position accounts for 1.13% of the portfolio, ranked #26.

EPIQ Partners first reported a position in IVV in Q2 2022 and has held it in 18 quarters since. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

EPIQ Partners held 3,423 shares of iShares Core S&P 500 ETF worth $2.62M as of Q3 2026.
EPIQ Partners bought 296 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $226K.
iShares Core S&P 500 ETF made up 1.13% of EPIQ Partners's portfolio in Q3 2026, its #26 holding.
EPIQ Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.