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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Evolution Advisers's IVV Position: Q1 2026 in Review

Evolution Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q1 2026, buying an estimated $19.1K and bringing the position to 128 shares worth $83K. The position accounts for 0.04% of the portfolio, ranked #68.

Evolution Advisers first reported a position in IVV in Q2 2022 and has held it in 12 quarters since. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Evolution Advisers held 128 shares of iShares Core S&P 500 ETF worth $83K as of Q1 2026.
Evolution Advisers bought 28 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $19.1K.
iShares Core S&P 500 ETF made up 0.04% of Evolution Advisers's portfolio in Q1 2026, its #68 holding.
Evolution Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 12 quarters since.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.