Evelyn Partners Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Evelyn Partners Asset Management's IVV Position: Q1 2026 in Review
Evelyn Partners Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q1 2026, buying an estimated $104K and bringing the position to 2,892 shares worth $1.89M. The position accounts for 0.47% of the portfolio, ranked #49.
Evelyn Partners Asset Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Evelyn Partners Asset Management held 2,892 shares of iShares Core S&P 500 ETF worth $1.89M as of Q1 2026.
- Evelyn Partners Asset Management bought 153 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $104K.
- iShares Core S&P 500 ETF made up 0.47% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #49 holding.
- Evelyn Partners Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.