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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

EPIQ Partners's IVV Position: Q2 2026 in Review

EPIQ Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $126K and bringing the position to 3,127 shares worth $2.34M. The position accounts for 0.99% of the portfolio, ranked #28.

EPIQ Partners first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 975 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • EPIQ Partners held 3,127 shares of iShares Core S&P 500 ETF worth $2.34M as of Q2 2026.
  • EPIQ Partners bought 173 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $126K.
  • iShares Core S&P 500 ETF made up 0.99% of EPIQ Partners's portfolio in Q2 2026, its #28 holding.
  • EPIQ Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.