EWG Elevate’s iShares Core S&P 500 ETF IVV Stock Holding History

EWG Elevate’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 Q3	$3.42M	Buy	5,109 +2,432	+91%	+$1.57M	1.07%	37
2025 Q2	$1.66M	Sell	2,677 -3,843	-59%	-$2.21M	0.51%	57
2025 Q1	$3.66M	Buy	6,520 +5,810	+818%	+$3.43M	1.37%	20
2024 Q4	$418K	Buy	710 +123	+21%	+$72.8K	0.13%	105
2024 Q3	$339K	Hold	587	–	–	0.14%	80
2024 Q2	$321K	Hold	587	–	–	0.12%	104
2024 Q1	$309K	Hold	587	–	–	0.12%	97
2023 Q4	$280K	Sell	587 -10	-2%	-$4.48K	0.12%	85
2023 Q3	$256K	Buy	+597	New	+$267K	0.12%	77
2023 Q1	–	Sell	-264	Closed	-$101K	–	407
2022 Q4	$101K	Buy	+264	New	+$102K	0.05%	118

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

EWG Elevate's IVV Position: Q3 2025 in Review

EWG Elevate increased its iShares Core S&P 500 ETF (IVV) stake by 91% in Q3 2025, buying an estimated $1.57M and bringing the position to 5,109 shares worth $3.42M. The position accounts for 1.07% of the portfolio, ranked #37.

EWG Elevate first reported a position in IVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.66M in Q1 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

EWG Elevate held 5,109 shares of iShares Core S&P 500 ETF worth $3.42M as of Q3 2025.
EWG Elevate bought 2,432 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $1.57M.
iShares Core S&P 500 ETF made up 1.07% of EWG Elevate's portfolio in Q3 2025, its #37 holding.
EWG Elevate first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
EWG Elevate's iShares Core S&P 500 ETF position peaked at $3.66M in Q1 2025.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.