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Evernest Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Evernest Financial Advisors’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 		$14.7M Sell
19,663
-1,545
-7% -$1.13M 3.08% 10
2026
Q1 		$15.2M Sell
21,208
-725
-3% -$495K 3.17% 10
2025
Q4 		$15.3M Sell
21,933
-5,048
-19% -$3.43M 3.2% 9
2025
Q3 		$18.1M Sell
26,981
-39
-0.1% -$25.1K 5.06% 2
2025
Q2 		$16.8M Sell
27,020
-592
-2% -$340K 5.43% 2
2025
Q1 		$15.5M Buy
27,612
+462
+2% +$273K 5.57% 2
2024
Q4 		$16M Sell
27,150
-487
-2% -$288K 4.15% 5
2024
Q3 		$15.9M Sell
27,637
-960
-3% -$534K 4.3% 4
2024
Q2 		$15.6M Sell
28,597
-558
-2% -$293K 7.01% 1
2024
Q1 		$14.5M Buy
29,155
+10,461
+56% +$5.23M 6.87% 1
2023
Q4 		$8.93M Buy
+18,694
New +$8.37M 4.53% 5
2021
Q4 		$9.41M Buy
+18,689
New +$8.61M 4.87% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Evernest Financial Advisors's IVV Position: Q2 2026 in Review

Evernest Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q2 2026, selling an estimated $1.13M and leaving 19,663 shares worth $14.7M. The position accounts for 3.08% of the portfolio, ranked #10.

Evernest Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 12 quarters since. The position peaked at $18.1M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Evernest Financial Advisors held 19,663 shares of iShares Core S&P 500 ETF worth $14.7M as of Q2 2026.
  • Evernest Financial Advisors sold 1,545 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core S&P 500 ETF made up 3.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Evernest Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's iShares Core S&P 500 ETF position peaked at $18.1M in Q3 2025.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.