Evergreen Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Evergreen Private Wealth’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	$217K	Hold	289	–	–	0.08%	64
2026 Q1	$189K	Sell	289 -12	-4%	-$8.19K	0.08%	66
2025 Q4	$206K	Hold	301	–	–	0.08%	64
2025 Q3	$201K	Hold	301	–	–	0.08%	67
2025 Q2	$187K	Hold	301	–	–	0.08%	70
2025 Q1	$169K	Hold	301	–	–	0.08%	74
2024 Q4	$177K	Hold	301	–	–	0.08%	71
2024 Q3	$174K	Hold	301	–	–	0.08%	74
2024 Q2	$165K	Hold	301	–	–	0.08%	72
2024 Q1	$158K	Hold	301	–	–	0.08%	78
2023 Q4	$144K	Buy	+301	New	+$135K	0.08%	78

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Evergreen Private Wealth's IVV Position: Q2 2026 in Review

Evergreen Private Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 289 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #64.

Evergreen Private Wealth first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evergreen Private Wealth held 289 shares of iShares Core S&P 500 ETF worth $217K as of Q2 2026.
Evergreen Private Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.08% of Evergreen Private Wealth's portfolio in Q2 2026, its #64 holding.
Evergreen Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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