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
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 $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

David J. Yvars Group's IVV Position: Q2 2026 in Review

David J. Yvars Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.91% in Q2 2026, selling an estimated $393K and leaving 59,043 shares worth $44.2M. The position accounts for 20.87% of the portfolio, ranked #1.

David J. Yvars Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • David J. Yvars Group held 59,043 shares of iShares Core S&P 500 ETF worth $44.2M as of Q2 2026.
  • David J. Yvars Group sold 540 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $393K.
  • iShares Core S&P 500 ETF made up 20.87% of David J. Yvars Group's portfolio in Q2 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 23 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.