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

Evolution Wealth Management’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	$2.52M	Buy	3,370 +41	+1%	+$29.9K	1.48%	15
2026 Q1	$2.17M	Buy	3,329 +127	+4%	+$86.7K	1.59%	15
2025 Q4	$2.19M	Buy	3,202 +549	+21%	+$373K	1.81%	8
2025 Q3	$1.78M	Sell	2,653 -357	-12%	-$230K	1.82%	12
2025 Q2	$1.87M	Buy	+3,010	New	+$1.73M	2.3%	5

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Evolution Wealth Management's IVV Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 3,370 shares worth $2.52M. The position accounts for 1.48% of the portfolio, ranked #15.

Evolution Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Evolution Wealth Management held 3,370 shares of iShares Core S&P 500 ETF worth $2.52M as of Q2 2026.
Evolution Wealth Management bought 41 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.9K.
iShares Core S&P 500 ETF made up 1.48% of Evolution Wealth Management's portfolio in Q2 2026, its #15 holding.
Evolution Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.