EW
IVV icon

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

Evoke Wealth’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
Q1 		$459M Buy
702,776
+74,157
+12% +$50.6M 8.24% 2
2025
Q4 		$431M Sell
628,619
-9,741
-2% -$6.61M 8.04% 2
2025
Q3 		$427M Sell
638,360
-4,585
-0.7% -$2.95M 8.65% 2
2025
Q2 		$399M Buy
642,945
+13,003
+2% +$7.47M 9.13% 2
2025
Q1 		$354M Buy
629,942
+7,314
+1% +$4.32M 9.24% 2
2024
Q4 		$367M Sell
622,628
-9,469
-1% -$5.6M 10.2% 1
2024
Q3 		$365M Buy
632,097
+630,510
+39,730% +$351M 9.9% 1
2024
Q2 		$868K Sell
1,587
-619,681
-100% -$326M 1.02% 18
2024
Q1 		$327M Buy
621,268
+620,322
+65,573% +$310M 9.67% 1
2023
Q4 		$452K Sell
946
-594,341
-100% -$266M 0.73% 34
2023
Q3 		$257M Buy
595,287
+27,766
+5% +$12.4M 9.03% 2
2023
Q2 		$253M Buy
567,521
+26,053
+5% +$11M 8.79% 2
2023
Q1 		$223M Buy
541,468
+14,046
+3% +$5.63M 8.1% 2
2022
Q4 		$203M Sell
527,422
-47,389
-8% -$18.3M 7.33% 2
2022
Q3 		$206M Buy
574,811
+14,115
+3% +$5.64M 8.33% 3
2022
Q2 		$213M Buy
560,696
+11,388
+2% +$4.68M 7.87% 2
2022
Q1 		$249M Buy
549,308
+16,149
+3% +$7.22M 8.16% 2
2021
Q4 		$254M Buy
533,159
+62,957
+13% +$29M 8.03% 2
2021
Q3 		$203M Buy
470,202
+24,648
+6% +$10.9M 7.61% 2
2021
Q2 		$192M Buy
445,554
+77,141
+21% +$32.3M 7.26% 2
2021
Q1 		$147M Buy
368,413
+366,446
+18,630% +$142M 6.63% 2
2020
Q4 		$738K Buy
1,967
+1,155
+142% +$411K 0.05% 117
2020
Q3 		$273K Sell
812
-124
-13% -$41.3K 0.02% 182
2020
Q2 		$290K Hold
936
– – 0.03% 158
2020
Q1 		$242K Buy
+936
New +$287K 0.03% 160
2019
Q4 		– Sell
-983
Closed -$293K – 1345
2019
Q3 		$293K Buy
+983
New +$292K 0.04% 206

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Evoke Wealth's IVV Position: Q1 2026 in Review

Evoke Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $50.6M and bringing the position to 702,776 shares worth $459M. The position accounts for 8.24% of the portfolio, ranked #2.

Evoke Wealth first reported a position in IVV in Q3 2019 and has held it in 26 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Evoke Wealth held 702,776 shares of iShares Core S&P 500 ETF worth $459M as of Q1 2026.
  • Evoke Wealth bought 74,157 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $50.6M.
  • iShares Core S&P 500 ETF made up 8.24% of Evoke Wealth's portfolio in Q1 2026, its #2 holding.
  • Evoke Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 26 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.