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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

EWA LLC's IVV Position: Q2 2026 in Review

EWA LLC increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $18.4M and bringing the position to 108,794 shares worth $81.5M. The position accounts for 14.87% of the portfolio, ranked #1.

EWA LLC first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • EWA LLC held 108,794 shares of iShares Core S&P 500 ETF worth $81.5M as of Q2 2026.
  • EWA LLC bought 25,209 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.4M.
  • iShares Core S&P 500 ETF made up 14.87% of EWA LLC's portfolio in Q2 2026, its #1 holding.
  • EWA LLC first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.