EWA LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

EWA LLC’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	$81.5M	Buy	108,794 +25,209	+30%	+$18.4M	14.87%	1
2026 Q1	$54.6M	Buy	83,585 +72,920	+684%	+$49.8M	12.38%	1
2025 Q4	$7.31M	Buy	10,665 +6,152	+136%	+$4.18M	1.78%	13
2025 Q3	$3.02M	Sell	4,513 -31	-0.7%	-$20K	0.84%	26
2025 Q2	$2.82M	Sell	4,544 -4,070	-47%	-$2.34M	0.89%	21
2025 Q1	$4.84M	Sell	8,614 -31	-0.4%	-$18.3K	1.8%	12
2024 Q4	$5.09M	Buy	8,645 +649	+8%	+$384K	1.91%	14
2024 Q3	$4.77M	Buy	7,996 +7,348	+1,134%	+$4.09M	1.7%	16
2024 Q2	$361K	Buy	648 +1	+0.2%	+$526	0.15%	66
2024 Q1	$339K	Sell	647 -30	-4%	-$15K	0.15%	67
2023 Q4	$336K	Sell	677 -76	-10%	-$34K	0.16%	54
2023 Q3	$333K	Buy	753 +135	+22%	+$60.4K	0.22%	49
2023 Q2	$276K	Buy	618 +1	+0.2%	+$421	0.19%	47
2023 Q1	$255K	Buy	+617	New	+$247K	0.19%	47

Other funds holding IVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return