EPIM
IVV icon

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

Evelyn Partners Investment Management’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 		$1.57M Buy
2,403
+30
+1% +$20.5K 0.04% 114
2025
Q4 		$1.63M Buy
2,373
+330
+16% +$224K 0.04% 117
2025
Q3 		$1.37M Buy
2,043
+260
+15% +$167K 0.04% 122
2025
Q2 		$1.11M Buy
1,783
+460
+35% +$264K 0.03% 129
2025
Q1 		$743K Buy
1,323
+110
+9% +$65K 0.02% 138
2024
Q4 		$714K Buy
+1,213
New +$718K 0.02% 140

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $374B AUM 17.66% 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's IVV Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, buying an estimated $20.5K and bringing the position to 2,403 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #114.

Evelyn Partners Investment Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Evelyn Partners Investment Management held 2,403 shares of iShares Core S&P 500 ETF worth $1.57M as of Q1 2026.
  • Evelyn Partners Investment Management bought 30 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
  • iShares Core S&P 500 ETF made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #114 holding.
  • Evelyn Partners Investment Management 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's iShares Core S&P 500 ETF position peaked at $1.63M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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