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

EverSource Wealth 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	$21.2M	Sell	28,276 -3,823	-12%	-$2.78M	0.71%	28
2026 Q1	$21M	Buy	32,099 +150	+0.5%	+$102K	0.64%	28
2025 Q4	$21.9M	Sell	31,949 -910	-3%	-$618K	0.81%	26
2025 Q3	$22M	Buy	32,859 +4,573	+16%	+$2.95M	0.87%	26
2025 Q2	$17.6M	Buy	28,286 +1,611	+6%	+$925K	0.79%	28
2025 Q1	$15M	Buy	26,675 +3,278	+14%	+$1.94M	0.82%	27
2024 Q4	$13.8M	Buy	23,397 +3,036	+15%	+$1.8M	0.77%	29
2024 Q3	$11.7M	Buy	20,361 +971	+5%	+$540K	0.74%	31
2024 Q2	$10.7M	Buy	19,390 +476	+3%	+$250K	0.71%	31
2024 Q1	$9.54M	Sell	18,914 -843	-4%	-$422K	0.75%	30
2023 Q4	$9.44M	Buy	19,757 +4,111	+26%	+$1.84M	0.86%	23
2023 Q3	$6.72M	Buy	15,646 +8,646	+124%	+$3.87M	0.71%	32
2023 Q2	$3.12M	Buy	7,000 +106	+2%	+$44.7K	0.34%	75
2023 Q1	$2.83M	Sell	6,894 -628	-8%	-$252K	0.35%	72
2022 Q4	$2.89M	Buy	7,522 +466	+7%	+$180K	0.44%	58
2022 Q3	$2.53M	Buy	7,056 +809	+13%	+$323K	0.58%	36
2022 Q2	$2.37M	Buy	6,247 +953	+18%	+$392K	0.61%	33
2022 Q1	$2.4M	Buy	5,294 +1,739	+49%	+$778K	0.61%	31
2021 Q4	$1.7M	Buy	+3,555	New	+$1.64M	0.47%	41

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

EverSource Wealth Advisors's IVV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $2.78M and leaving 28,276 shares worth $21.2M. The position accounts for 0.71% of the portfolio, ranked #28.

EverSource Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $22M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

EverSource Wealth Advisors held 28,276 shares of iShares Core S&P 500 ETF worth $21.2M as of Q2 2026.
EverSource Wealth Advisors sold 3,823 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.78M.
iShares Core S&P 500 ETF made up 0.71% of EverSource Wealth Advisors's portfolio in Q2 2026, its #28 holding.
EverSource Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares Core S&P 500 ETF position peaked at $22M in Q3 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.