Evermay Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Evermay Wealth 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	$30.3M	Buy	40,432 +1,169	+3%	+$851K	3.12%	7
2026 Q1	$25.6M	Sell	39,263 -565	-1%	-$386K	2.84%	7
2025 Q4	$27.3M	Sell	39,828 -1,395	-3%	-$947K	3.06%	7
2025 Q3	$27.6M	Sell	41,223 -1,423	-3%	-$916K	3.16%	7
2025 Q2	$26.5M	Sell	42,646 -2,017	-5%	-$1.16M	3.26%	7
2025 Q1	$25.1M	Sell	44,663 -3,632	-8%	-$2.14M	3.3%	7
2024 Q4	$28.4M	Sell	48,295 -2,216	-4%	-$1.31M	4.31%	6
2024 Q3	$29.1M	Sell	50,511 -1,211	-2%	-$673K	4.68%	5
2024 Q2	$28.3M	Sell	51,722 -162	-0.3%	-$85.2K	4.54%	5
2024 Q1	$27.3M	Buy	51,884 +8,881	+21%	+$4.44M	4.12%	7
2023 Q4	$20.5M	Sell	43,003 -1,138	-3%	-$509K	3.79%	6
2023 Q3	$19M	Buy	44,141 +511	+1%	+$229K	3.89%	6
2023 Q2	$19.4M	Buy	43,630 +2,366	+6%	+$997K	3.74%	6
2023 Q1	$17M	Buy	41,264 +835	+2%	+$335K	3.42%	6
2022 Q4	$15.5M	Buy	40,429 +621	+2%	+$240K	3.16%	6
2022 Q3	$14.3M	Sell	39,808 -458	-1%	-$183K	2.84%	7
2022 Q2	$15.3M	Sell	40,266 -341	-0.8%	-$140K	2.96%	7
2022 Q1	$18.4M	Sell	40,607 -535	-1%	-$239K	3.09%	7
2021 Q4	$19.6M	Sell	41,142 -3,158	-7%	-$1.46M	3.51%	7
2021 Q3	$19.1M	Sell	44,300 -1,977	-4%	-$876K	3.7%	7
2021 Q2	$19.9M	Sell	46,277 -1,064	-2%	-$446K	3.69%	7
2021 Q1	$18.8M	Sell	47,341 -1,124	-2%	-$435K	3.77%	7
2020 Q4	$18.2M	Buy	48,465 +1,098	+2%	+$391K	4.01%	6
2020 Q3	$15.9M	Buy	47,367 +260	+0.6%	+$86.5K	3.91%	6
2020 Q2	$14.6M	Buy	47,107 +3,563	+8%	+$1.05M	3.84%	6
2020 Q1	$11.3M	Buy	43,544 +620	+1%	+$190K	3.41%	7
2019 Q4	$13.9M	Sell	42,924 -193	-0.4%	-$59.7K	3.41%	8
2019 Q3	$12.9M	Buy	43,117 +795	+2%	+$236K	3.51%	7
2019 Q2	$12.5M	Sell	42,322 -1,500	-3%	-$435K	3.46%	7
2019 Q1	$12.5M	Buy	43,822 +2,536	+6%	+$693K	3.53%	7
2018 Q4	$10.4M	Sell	41,286 -750	-2%	-$204K	3.36%	8
2018 Q3	$12.3M	Sell	42,036 -385	-0.9%	-$110K	3.84%	7
2018 Q2	$11.6M	Buy	42,421 +210	+0.5%	+$57.1K	3.86%	7
2018 Q1	$11.2M	Buy	42,211 +8,875	+27%	+$2.44M	3.86%	6
2017 Q4	$8.96M	Buy	33,336 +814	+3%	+$213K	3.28%	6
2017 Q3	$8.23M	Buy	32,522 +4,525	+16%	+$1.12M	3.57%	6
2017 Q2	$6.82M	Buy	27,997 +7,996	+40%	+$1.93M	3.02%	7
2017 Q1	$4.75M	Buy	20,001 +460	+2%	+$108K	2.12%	9
2016 Q4	$4.4M	Buy	19,541 +780	+4%	+$171K	2.15%	9
2016 Q3	$4.08M	Buy	18,761 +2,161	+13%	+$470K	2.06%	10
2016 Q2	$3.49M	Buy	16,600 +7,555	+84%	+$1.58M	1.83%	10
2016 Q1	$1.87M	Buy	9,045 +4,443	+97%	+$872K	1.05%	17
2015 Q4	$943K	Buy	4,602 +791	+21%	+$163K	0.56%	20
2015 Q3	$734K	Buy	3,811 +1,140	+43%	+$233K	0.44%	27
2015 Q2	$554K	Buy	2,671 +237	+10%	+$50.2K	0.33%	32
2015 Q1	$506K	Hold	2,434	–	–	0.3%	35
2014 Q4	$504K	Hold	2,434	–	–	0.33%	37
2014 Q3	$483K	Hold	2,434	–	–	0.41%	37
2014 Q2	$479K	Hold	2,434	–	–	0.41%	36
2014 Q1	$458K	Buy	2,434 +199	+9%	+$36.7K	0.49%	29
2013 Q4	$415K	Buy	+2,235	New	+$398K	0.58%	25

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Evermay Wealth Management's IVV Position: Q2 2026 in Review

Evermay Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, buying an estimated $851K and bringing the position to 40,432 shares worth $30.3M. The position accounts for 3.12% of the portfolio, ranked #7.

Evermay Wealth Management first reported a position in IVV in Q4 2013 and has held it in 51 quarters since. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evermay Wealth Management held 40,432 shares of iShares Core S&P 500 ETF worth $30.3M as of Q2 2026.
Evermay Wealth Management bought 1,169 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $851K.
iShares Core S&P 500 ETF made up 3.12% of Evermay Wealth Management's portfolio in Q2 2026, its #7 holding.
Evermay Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 51 quarters since.
1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.