Evolution Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Evolution Advisers’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	$95K	Hold	128	–	–	0.03%	79
2026 Q1	$83K	Buy	128 +28	+28%	+$19.1K	0.04%	68
2025 Q4	$68K	Hold	100	–	–	0.03%	81
2025 Q3	$67K	Hold	100	–	–	0.03%	82
2025 Q2	$62K	Hold	100	–	–	0.03%	81
2025 Q1	$56K	Hold	100	–	–	0.03%	84
2024 Q4	$58K	Sell	100 -14	-12%	-$8.29K	0.03%	84
2024 Q3	$65K	Hold	114	–	–	0.04%	79
2024 Q2	$62K	Buy	114 +14	+14%	+$7.36K	0.04%	80
2024 Q1	$53K	Hold	100	–	–	0.03%	87
2023 Q4	$48K	Buy	+100	New	+$44.8K	0.03%	88
2023 Q3	–	Sell	-34	Closed	-$15K	–	148
2023 Q2	$15K	Buy	+34	New	+$14.3K	0.01%	101
2022 Q3	–	Sell	-34	Closed	-$13K	–	142
2022 Q2	$13K	Buy	+34	New	+$14K	0.01%	103

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

Evolution Advisers's IVV Position: Q2 2026 in Review

Evolution Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 128 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #79.

Evolution Advisers first reported a position in IVV in Q2 2022 and has held it in 13 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evolution Advisers held 128 shares of iShares Core S&P 500 ETF worth $95K as of Q2 2026.
Evolution Advisers left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of Evolution Advisers's portfolio in Q2 2026, its #79 holding.
Evolution Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 13 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.