Evergreen Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Evergreen Capital 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 Q2	$11.9M	Buy	15,829 +393	+3%	+$286K	0.21%	108
2026 Q1	$10.1M	Sell	15,436 -8,899	-37%	-$6.08M	0.22%	113
2025 Q4	$16.7M	Buy	24,335 +358	+1%	+$243K	0.37%	59
2025 Q3	$16M	Sell	23,977 -1,922	-7%	-$1.24M	0.38%	59
2025 Q2	$16.1M	Buy	25,899 +2,184	+9%	+$1.25M	0.48%	50
2025 Q1	$13.3M	Sell	23,715 -240	-1%	-$142K	0.45%	52
2024 Q4	$14.1M	Sell	23,955 -249	-1%	-$147K	0.46%	52
2024 Q3	$14M	Sell	24,204 -323	-1%	-$180K	0.47%	49
2024 Q2	$13.4M	Sell	24,527 -112	-0.5%	-$58.9K	0.49%	51
2024 Q1	$13M	Buy	24,639 +346	+1%	+$173K	0.49%	51
2023 Q4	$11.6M	Buy	24,293 +437	+2%	+$196K	0.47%	53
2023 Q3	$10.3M	Buy	23,856 +1	+0%	+$447	0.45%	57
2023 Q2	$10.6M	Buy	23,855 +19,112	+403%	+$8.05M	0.44%	60
2023 Q1	$1.95M	Buy	4,743 +102	+2%	+$40.9K	0.09%	211
2022 Q4	$1.78M	Buy	4,641 +4	+0.1%	+$1.54K	0.08%	218
2022 Q3	$1.66M	Buy	4,637 +581	+14%	+$232K	0.09%	215
2022 Q2	$1.54M	Buy	4,056 +414	+11%	+$170K	0.08%	216
2022 Q1	$1.65M	Buy	3,642 +1	+0%	+$447	0.07%	238
2021 Q4	$1.74M	Buy	3,641 +207	+6%	+$95.4K	0.07%	227
2021 Q3	$1.48M	Hold	3,434	–	–	0.07%	241
2021 Q2	$1.48M	Buy	3,434 +3	+0.1%	+$1.26K	0.07%	231
2021 Q1	$1.36M	Buy	3,431 +125	+4%	+$48.4K	0.07%	228
2020 Q4	$1.24M	Buy	3,306 +185	+6%	+$65.8K	0.07%	205
2020 Q3	$1.05M	Sell	3,121 -349	-10%	-$116K	0.07%	197
2020 Q2	$1.07M	Buy	3,470 +2	+0.1%	+$587	0.08%	185
2020 Q1	$896K	Sell	3,468 -332	-9%	-$102K	0.08%	177
2019 Q4	$1.23M	Sell	3,800 -13	-0.3%	-$4.02K	0.1%	155
2019 Q3	$1.14M	Hold	3,813	–	–	0.11%	152
2019 Q2	$1.12M	Buy	3,813 +436	+13%	+$126K	0.11%	152
2019 Q1	$961K	Buy	3,377 +727	+27%	+$199K	0.1%	157
2018 Q4	$667K	Buy	2,650 +2	+0.1%	+$543	0.07%	183
2018 Q3	$775K	Buy	2,648 +203	+8%	+$58.2K	0.07%	186
2018 Q2	$668K	Hold	2,445	–	–	0.06%	187
2018 Q1	$649K	Buy	2,445 +1	+0%	+$275	0.06%	184
2017 Q4	$657K	Buy	+2,444	New	+$640K	0.07%	161

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Evergreen Capital Management's IVV Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $286K and bringing the position to 15,829 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #108.

Evergreen Capital Management first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.7M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evergreen Capital Management held 15,829 shares of iShares Core S&P 500 ETF worth $11.9M as of Q2 2026.
Evergreen Capital Management bought 393 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $286K.
iShares Core S&P 500 ETF made up 0.21% of Evergreen Capital Management's portfolio in Q2 2026, its #108 holding.
Evergreen Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
Evergreen Capital Management's iShares Core S&P 500 ETF position peaked at $16.7M in Q4 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.