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

Evolution 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
2025 Q2	–	Sell	-628	Closed	-$353K	–	172
2025 Q1	$353K	Sell	628 -219	-26%	-$129K	0.06%	108
2024 Q4	$499K	Hold	847	–	–	0.08%	89
2024 Q3	$489K	Buy	+847	New	+$471K	0.09%	86
2020 Q4	–	Sell	-190	Closed	-$64K	–	605
2020 Q3	$64K	Sell	190 -25	-12%	-$8.32K	0.02%	166
2020 Q2	$67K	Buy	+215	New	+$63.1K	0.02%	128
2019 Q1	–	Sell	-583	Closed	-$147K	–	123
2018 Q4	$147K	Buy	+583	New	+$158K	0.07%	61

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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 Wealth Advisors's IVV Position: Q2 2025 in Review

Evolution Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 628 shares — an estimated $353K sold.

Evolution Wealth Advisors first reported a position in IVV in Q4 2018 and held it in 6 quarters. The position peaked at $499K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Evolution Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 628 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $353K.
Evolution Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 6 quarters.
Evolution Wealth Advisors's iShares Core S&P 500 ETF position peaked at $499K in Q4 2024.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Evolution Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.