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

Evergreen Wealth Solutions’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 		$34.2M Buy
52,351
+44,482
+565% +$30.4M 2.42% 8
2025
Q4 		$5.39M Buy
7,869
+3,695
+89% +$2.51M 0.75% 27
2025
Q3 		$2.79M Buy
4,174
+331
+9% +$213K 1.57% 10
2025
Q2 		$2.39M Buy
3,843
+3,185
+484% +$1.83M 1.44% 9
2025
Q1 		$370K Buy
658
+156
+31% +$92.1K 0.25% 75
2024
Q4 		$296K Buy
502
+96
+24% +$56.8K 0.21% 81
2024
Q3 		$234K Buy
406
+2
+0.5% +$1.11K 0.16% 98
2024
Q2 		$221K Sell
404
-19
-4% -$9.99K 0.16% 105
2024
Q1 		$222K Sell
423
-27
-6% -$13.5K 0.16% 108
2023
Q4 		$215K Buy
+450
New +$201K 0.18% 105
2023
Q3 		– Sell
-459
Closed -$205K – 109
2023
Q2 		$205K Sell
459
-424
-48% -$179K 0.21% 98
2023
Q1 		$363K Buy
+883
New +$354K 0.42% 71
2022
Q2 		– Sell
-468
Closed -$212K – 106
2022
Q1 		$212K Buy
468
+1
+0.2% +$447 0.21% 92
2021
Q4 		$223K Buy
+467
New +$215K 0.2% 87

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

Evergreen Wealth Solutions's IVV Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 565% in Q1 2026, buying an estimated $30.4M and bringing the position to 52,351 shares worth $34.2M. The position accounts for 2.42% of the portfolio, ranked #8.

Evergreen Wealth Solutions first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Evergreen Wealth Solutions held 52,351 shares of iShares Core S&P 500 ETF worth $34.2M as of Q1 2026.
  • Evergreen Wealth Solutions bought 44,482 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $30.4M.
  • iShares Core S&P 500 ETF made up 2.42% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #8 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.