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

Everpar 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 		$25.6M Buy
34,120
+5,046
+17% +$3.67M 7.27% 1
2026
Q1 		$19M Buy
29,074
+2,908
+11% +$1.99M 6.54% 1
2025
Q4 		$17.9M Buy
26,166
+7,637
+41% +$5.19M 6.65% 1
2025
Q3 		$12.4M Buy
18,529
+3,719
+25% +$2.4M 4.9% 1
2025
Q2 		$9.2M Buy
14,810
+4,114
+38% +$2.36M 4.18% 3
2025
Q1 		$6.01M Buy
10,696
+2,374
+29% +$1.4M 3.19% 4
2024
Q4 		$4.9M Buy
8,322
+535
+7% +$317K 2.47% 6
2024
Q3 		$4.49M Buy
7,787
+1,266
+19% +$704K 2.32% 6
2024
Q2 		$3.57M Buy
6,521
+3,140
+93% +$1.65M 1.79% 8
2024
Q1 		$1.78M Buy
3,381
+2,666
+373% +$1.33M 1.08% 13
2023
Q4 		$342K Buy
+715
New +$320K 0.16% 199

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Everpar Advisors's IVV Position: Q2 2026 in Review

Everpar Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $3.67M and bringing the position to 34,120 shares worth $25.6M. The position accounts for 7.27% of the portfolio, ranked #1.

Everpar Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Everpar Advisors held 34,120 shares of iShares Core S&P 500 ETF worth $25.6M as of Q2 2026.
  • Everpar Advisors bought 5,046 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.67M.
  • iShares Core S&P 500 ETF made up 7.27% of Everpar Advisors's portfolio in Q2 2026, its #1 holding.
  • Everpar Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.