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Evelyn Partners Investment Management (Europe)’s iShares Core S&P 500 ETF IVV Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$116K Hold
178
– – 0.04% 104
2025
Q4 		$122K Buy
178
+35
+24% +$23.8K 0.04% 103
2025
Q3 		$95.7K Hold
143
– – 0.03% 105
2025
Q2 		$88.8K Hold
143
– – 0.03% 107
2025
Q1 		$80.4K Sell
143
-20
-12% -$11.8K 0.03% 111
2024
Q4 		$96K Buy
+163
New +$96.5K 0.03% 100

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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 $424B AUM 22.96% 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

Evelyn Partners Investment Management (Europe)'s IVV Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 178 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #104.

Evelyn Partners Investment Management (Europe) first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 3,987 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 178 shares of iShares Core S&P 500 ETF worth $116K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #104 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s iShares Core S&P 500 ETF position peaked at $122K in Q4 2025.
  • 3,987 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.