DJYG
IVV icon

David J. Yvars Group’s iShares Core S&P 500 ETF IVV Stock Holding History

David J. Yvars Group’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
Q3 		$45.5M Buy
59,441
+398
+0.7% +$304K 20.92% 1
2026
Q2 		$44.2M Sell
59,043
-540
-0.9% -$393K 20.87% 1
2026
Q1 		$38.9M Sell
59,583
-109
-0.2% -$74.4K 21.75% 1
2025
Q4 		$40.9M Buy
59,692
+3,246
+6% +$2.2M 21.76% 1
2025
Q3 		$37.8M Buy
56,446
+381
+0.7% +$245K 20.24% 1
2025
Q2 		$34.8M Buy
56,065
+537
+1% +$308K 20.39% 1
2025
Q1 		$31.2M Buy
55,528
+1,610
+3% +$951K 24.55% 1
2024
Q4 		$31.7M Buy
53,918
+327
+0.6% +$194K 19.36% 1
2024
Q3 		$30.9M Sell
53,591
-328
-0.6% -$182K 19.14% 1
2024
Q2 		$29.5M Buy
53,919
+206
+0.4% +$108K 18.46% 1
2024
Q1 		$28.2M Sell
53,713
-1,397
-3% -$699K 19.04% 1
2023
Q4 		$26.3M Buy
55,110
+85
+0.2% +$38K 21.17% 1
2023
Q3 		$23.6M Buy
55,025
+1,771
+3% +$792K 19.72% 1
2023
Q2 		$23.7M Buy
53,254
+620
+1% +$261K 19.61% 1
2023
Q1 		$21.6M Buy
52,634
+16,601
+46% +$6.66M 19.55% 1
2022
Q4 		$13.8M Buy
36,033
+1,090
+3% +$421K 17.35% 1
2022
Q3 		$12.5M Sell
34,943
-265
-0.8% -$106K 13.93% 1
2022
Q2 		$13.5M Sell
35,208
-2,755
-7% -$1.13M 18.34% 1
2022
Q1 		$17.2M Sell
37,963
-1,544
-4% -$691K 11.99% 1
2021
Q4 		$18.8M Sell
39,507
-48
-0.1% -$22.1K 11.64% 1
2021
Q3 		$17.2M Sell
39,555
-519
-1% -$230K 10.07% 1
2021
Q2 		$17.2M Buy
40,074
+611
+2% +$256K 9.68% 1
2021
Q1 		$15.7M Sell
39,463
-972
-2% -$376K 10% 1
2020
Q4 		$15.2M Buy
+40,435
New +$14.4M 10.28% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

David J. Yvars Group's IVV Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.67% in Q3 2026, buying an estimated $304K and bringing the position to 59,441 shares worth $45.5M. The position accounts for 20.92% of the portfolio, ranked #1.

David J. Yvars Group first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 1,025 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • David J. Yvars Group held 59,441 shares of iShares Core S&P 500 ETF worth $45.5M as of Q3 2026.
  • David J. Yvars Group bought 398 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $304K.
  • iShares Core S&P 500 ETF made up 20.92% of David J. Yvars Group's portfolio in Q3 2026, its #1 holding.
  • David J. Yvars Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,025 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.