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 Q2	$57.5M	Buy	73,578 +21,227	+41%	+$15.5M	3.01%	5
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 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 Wealth Solutions's IVV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 41% in Q2 2026, buying an estimated $15.5M and bringing the position to 73,578 shares worth $57.5M. The position accounts for 3.01% of the portfolio, ranked #5.

Evergreen Wealth Solutions first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evergreen Wealth Solutions held 73,578 shares of iShares Core S&P 500 ETF worth $57.5M as of Q2 2026.
Evergreen Wealth Solutions bought 21,227 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.5M.
iShares Core S&P 500 ETF made up 3.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #5 holding.
Evergreen Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.